Retirement Without a 401(k)

By Phil Tull | September 9, 2021

When we hear the word “retirement” we almost synonymously think 401(k). But what if you don’t have a 401(k)? Can you still invest and plan for retirement?? While a 401(k) is largely the most popular and most well known of retirement plans, it is not by any means the “end all be all” of retirement […]

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Retirement Planning Milestones

By Amy Pucci | March 4, 2021

Financial planning as we approach and walk-through retirement can be confusing. Retirement account contributions, retirement account distributions, social security options, Medicare options—oh my! While all this seems like a lot to navigate, growing older has many perks, as a retirement financial advisor can tell you! Here are some key milestones to help navigate your retirement […]

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Rollover Rules for Previously-Required Minimum Distributions for 2020 Expanded

By Drew Overton | August 14, 2020

A lot has happened since our last tax planning update. States have implemented their own strategies for re-opening, new areas have been impacted by the virus, and it’s rare if you don’t see someone wearing a mask while out and about. With all the uncertainty regarding the virus, we want to ensure that you are […]

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Social Security Claiming Strategies

By Amy Pucci | June 11, 2020

Hello, my name is Amy Pucci, I am a Certified Senior Advisor here at Tull Financial Group. We have many clients who are in or nearing retirement and we get a lot of questions on social security. The most common question is “when should I claim my benefits?” With the ongoing volatility in the stock market […]

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