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Tull Financial Group Inc
United States
Registrace 9. 03. 2009
Tull Financial Group, Inc., a fee-only firm, specializes in Investment Management and Financial Planning Services. Our mission is to help you achieve financial freedom and accomplish more. We help you define your financial goals and be proactive in implementing them, while we monitor your progress for the adjustments that life often requires. With over 30 years of experience, we have enjoyed serving our clients with integrity, thoroughness, and care - we want you to be able to focus on living your life, not worrying about how to pay for it. We welcome the opportunity to assist you with your wealth management and planning needs. Your initial visit is complimentary; fees are quoted and agreed upon in advance, and are clearly disclosed.
We hope this channel educates and inspires you on your path to financial freedom. Thanks for watching!
We hope this channel educates and inspires you on your path to financial freedom. Thanks for watching!
TFG Presents Financial Planning for Aging From the Orange Couch
In this episode of From the Orange Couch, Robert W. Tull, Jr., CEO & President of Tull Financial Group discusses simple strategies for protecting the finances of older adults who may be contending with cognitive or capacity issues.
Robin touches on how best to plan for our older years by addressing these questions:
(1) What types of planning are necessary? What does estate planning mean?
(2) What are some signs to look for in someone who may have diminished capacity?
(3) What is the importance of having a Last Will and Testament, Power of Attorney or Medical Directive?
(4) What is a Trusted Contact? How does having one protect me?
Please subscribe to join us monthly as we share impactful stories and helpful answers to commonly asked questions related to personal finance. If you have questions or topics of interest you'd like us to cover in an upcoming segment, please let us know by leaving a comment below.
Thanks for watching and stay tuned for the next segment!
___________________________________________________________________________________________________
DISCLOSURE: The commentary in this video reflects the current views of Tull Financial Group ("TFG"). Reproduction or distribution of this material is prohibited and all rights are reserved. Past performance does not guarantee future results. As with any investment strategy, there is potential for profit as well as the possibility of loss. TFG does not guarantee any minimum level of investment performance or the success of any portfolio or investment strategy. All investments involve risk and investment recommendations will not always be profitable. This material does not constitute a complete description of our investment services and is for informational purposes only. It is in no way a solicitation or an offer to sell securities or investment advisory services. All investments involve risk, including foreign currency exchange rates, political risks, market risks, different methods of accounting and financial reporting, and foreign taxes. Your use of these materials, including the www.TullFinancial.com website, is your acknowledgement that you have read and understood the full disclaimer. The discussion of investment strategy, philosophy, and portfolios found in this advertisement are not intended as any form of substitute for individualized tax advice or investment advice. The discussion is general in nature, and therefore not intended to recommend or endorse any asset class, security, or technical aspect of any security for the purpose of allowing a reader to use the approach on their own. Any references to changes in positions or to model portfolios have been provided for representative purposes only, and changes noted may not apply to every client account as clients may place reasonable restrictions on the management of their assets, including those managed within model portfolios. Before participating in any investment program or making any investment, clients as well as all other readers are encouraged to consult with their own professional advisers, including investment advisers and tax advisors. TFG can assist in determining a suitable investment approach for a given individual, which may or may not closely resemble the strategies outlined herein.
Robin touches on how best to plan for our older years by addressing these questions:
(1) What types of planning are necessary? What does estate planning mean?
(2) What are some signs to look for in someone who may have diminished capacity?
(3) What is the importance of having a Last Will and Testament, Power of Attorney or Medical Directive?
(4) What is a Trusted Contact? How does having one protect me?
Please subscribe to join us monthly as we share impactful stories and helpful answers to commonly asked questions related to personal finance. If you have questions or topics of interest you'd like us to cover in an upcoming segment, please let us know by leaving a comment below.
Thanks for watching and stay tuned for the next segment!
___________________________________________________________________________________________________
DISCLOSURE: The commentary in this video reflects the current views of Tull Financial Group ("TFG"). Reproduction or distribution of this material is prohibited and all rights are reserved. Past performance does not guarantee future results. As with any investment strategy, there is potential for profit as well as the possibility of loss. TFG does not guarantee any minimum level of investment performance or the success of any portfolio or investment strategy. All investments involve risk and investment recommendations will not always be profitable. This material does not constitute a complete description of our investment services and is for informational purposes only. It is in no way a solicitation or an offer to sell securities or investment advisory services. All investments involve risk, including foreign currency exchange rates, political risks, market risks, different methods of accounting and financial reporting, and foreign taxes. Your use of these materials, including the www.TullFinancial.com website, is your acknowledgement that you have read and understood the full disclaimer. The discussion of investment strategy, philosophy, and portfolios found in this advertisement are not intended as any form of substitute for individualized tax advice or investment advice. The discussion is general in nature, and therefore not intended to recommend or endorse any asset class, security, or technical aspect of any security for the purpose of allowing a reader to use the approach on their own. Any references to changes in positions or to model portfolios have been provided for representative purposes only, and changes noted may not apply to every client account as clients may place reasonable restrictions on the management of their assets, including those managed within model portfolios. Before participating in any investment program or making any investment, clients as well as all other readers are encouraged to consult with their own professional advisers, including investment advisers and tax advisors. TFG can assist in determining a suitable investment approach for a given individual, which may or may not closely resemble the strategies outlined herein.
zhlédnutí: 88
Video
TFG Presents Life Insurance From the Orange Couch
zhlédnutí 109Před 4 měsíci
TFG's video series on personal finance, From the Orange Couch, is back with Robert W. Tull, Jr., CFP, Founder, President & CEO of Tull Financial Group answering several commonly asked questions about life insurance. Click to watch and learn more about: (1) What is the purpose of life insurance? What are the different types? (2) How does life insurance fit within my financial plan? (3) If I deci...
TFG Presents Retirement Readiness From the Orange Couch
zhlédnutí 199Před 6 měsíci
In this episode of From the Orange Couch, Robert W. Tull, Jr., CEO & President of Tull Financial Group interviews special guest, Colonel Mark Papen, U.S. Air Force (Retired) on the emotional and psychological impact of transitioning to retirement. If you're looking to retire in the near future, this is a discussion you won't want to miss! Join Robin and Mark as they share practical tips and sag...
TFG Presents Charitable Giving From the Orange Couch
zhlédnutí 136Před 9 měsíci
Making smart choices about how you donate to the causes you care about most can amplify your impact and may even help alleviate some of your tax burden. In this month's episode, Robin discusses the tax benefits and strategic uses of donor-advised funds (DAFs) as a thoughtful and tax-efficient way to give. He answers the following commonly-asked questions: (1) How do I optimize my charitable giv...
TFG Presents Maximizing Employee Benefits From the Orange Couch
zhlédnutí 76Před 10 měsíci
In this episode of our video series entitled, From the Orange Couch, Robert W. Tull, Jr., CFP, President & CEO of Tull Financial Group, provides some practical ways to get the greatest value from your employee benefits, including the following: (1) How can employee benefits help in planning for retirement? (2) How much should I contribute to my 401(k) plan? (3) How does inflation affect my reti...
TFG Presents Retirement Planning From the Orange Couch
zhlédnutí 167Před rokem
In this episode of our From the Orange Couch video series on personal finance, Robert W. Tull, Jr., CFP, Founder, President & CEO of Tull Financial Group, tackles some common questions about retirement planning, including: (1) Will I have enough income to last through retirement? (2) When should I start drawing Social Security benefits? (3) What are some financial planning factors to consider w...
TFG Presents Robert W. Tull, Jr. From the Orange Couch
zhlédnutí 191Před rokem
In the introductory episode of a new video series entitled, From the Orange Couch, Robert W. Tull, Jr., CFP, President & CEO of Tull Financial Group, shares some personal insights derived from 35 years of financial planning experience. Please subscribe and join us monthly as we share impactful stories and helpful answers to commonly asked questions related to personal finance. If you have quest...
Tax Withholdings - How do I know what to put on my W-4?
zhlédnutí 133Před 3 lety
Phil Tull and Drew Overton CFP™ Professional provide insight into planning for tax withholdings, how to complete your W-4 properly and avoid common mistakes. DISCLOSURE: The commentary in this video reflects the current views of Tull Financial Group. Reproduction or distribution of this material is prohibited and all rights are reserved. Past performance does not guarantee future results. As wi...
I Inherited an IRA Now What?
zhlédnutí 89Před 3 lety
If you inherited an IRA in 2020 you are likely wondering what rules you need to follow and how you can withdrawal from the account in the most tax efficient way. Robert W. Tull Jr. Certified Financial Planner™ Professional and Phil Tull discuss some of the rules and and questions to ask when tapping these retirement vehicles. DISCLOSURE: The commentary in this video reflects the current views o...
How to Prepare for Retirement - Plan your Flight Path
zhlédnutí 59Před 3 lety
Robert W. Tull, Jr. CFP™ professional shares how to prepare for your retirement. Like a pilot prepares for a flight, we must determine our destination and then go through a preflight checklist in preparation for our flight path to the specified destination. Read more at www.tullfinancial.com Robert W. Tull, Jr. CFP™ www.tullfinancial.com/our-team/ DISCLOSURE: The commentary in this video reflec...
Charitable Giving Planning Strategies
zhlédnutí 78Před 3 lety
Strategies to consider when planning for charitable giving 2020 expanded. How the rules may apply to your personal financial or retirement plan and how you may be able to use them to give more and manage your wealth. Please read the article at www.tullfinancial.com DISCLOSURE: The commentary in this video reflects the current views of Tull Financial Group. Reproduction or distribution of this m...
Medicare Open Enrollment
zhlédnutí 68Před 3 lety
Amy Certified Senior Advisor (CSA) provides guidance and resources on the Fall Medicare Open Enrollment. Please read the full article here - www.tullfinancial.com/medicare-fall-open-enrollment/ DISCLOSURE: The commentary in this video reflects the current views of Tull Financial Group. Reproduction or distribution of this material is prohibited and all rights are reserved. Past performance does...
How to Invest During Election Years
zhlédnutí 82Před 3 lety
Robin Tull CFP® and Ellen Anderson APMA® share historical insights on what to expect and how to invest during election years. Please read the full article at www.tullfinancial.com/how-to-invest-during-an-election-year/ DISCLOSURE: The commentary in this video reflects the current views of Tull Financial Group. Reproduction or distribution of this material is prohibited and all rights are reserv...
CARES Act - Required Minimum Distributions for 2020 Expanded
zhlédnutí 45Před 4 lety
Rollover Rules for Previously-Required Minimum Distributions for 2020 Expanded. How the rules may apply to your personal financial or retirement plan and how you may be able to use them to preserve wealth. Please read the article at www.tullfinancial.com/rollover-rules-for-previously-required-minimum-distributions-for-2020-expanded/ DISCLOSURE: The commentary in this video reflects the current ...
Financial Planning Controls
zhlédnutí 118Před 4 lety
Robin Tull CFP® discusses financial planning tips and how to focus on the "controllables" when it comes to retirement. Please check out other financial planning tips at www.tullfinancial.com/top-five-financial-tips-during-an-unsteady-market/ DISCLOSURE: The commentary in this video reflects the current views of Tull Financial Group. Reproduction or distribution of this material is prohibited an...
Market Volatility and the Challenges of Investment Timing
zhlédnutí 60Před 4 lety
Market Volatility and the Challenges of Investment Timing
Wealth Management Highlights: Tax Loss Harvesting
zhlédnutí 45Před 4 lety
Wealth Management Highlights: Tax Loss Harvesting
Financial Planning Insight on Roth IRA Conversions
zhlédnutí 57Před 4 lety
Financial Planning Insight on Roth IRA Conversions
CARES Act Planning for Required Minimum Distributions (RMD)
zhlédnutí 84Před 4 lety
CARES Act Planning for Required Minimum Distributions (RMD)
Investment Talks - Passive vs Active Funds and Rebalancing
zhlédnutí 50Před 4 lety
Investment Talks - Passive vs Active Funds and Rebalancing
Financial Planning when Faced with Market Uncertainty from COVID-19 Impact
zhlédnutí 120Před 4 lety
Financial Planning when Faced with Market Uncertainty from COVID-19 Impact
TFG Retirement Planning Services (Tull Financial Group)
zhlédnutí 54Před 5 lety
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TFG Aging Well Services (Tull Financial Group)
zhlédnutí 31Před 5 lety
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TFG Lives in Transition Services (Tull Financial Group)
zhlédnutí 19Před 5 lety
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zhlédnutí 62Před 5 lety
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zhlédnutí 87Před 5 lety
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Retirement Planning: The Story of Frank & Celia
zhlédnutí 54Před 5 lety
Retirement Planning: The Story of Frank & Celia
Tull Financial made this recommendation (a Donar Advised Fund) to me a few years ago and it has worked wonderfully...definitely worth setting up and easy way to give and to save on taxes!
Excellent words of wisdom!!!
As always knowledge and common sense combined. My question for the Orange Couch is how can a retiree plan for the costs s/he can't control, like increased taxes personal property, real estate taxes, increased home owner insurance, car insurance costs? Outliving one's IRA is the biggest fear but the damage done by the "Rich Men North of Richmond" (and those IN Richmond and the local townships) have to be accounted for.
@msgrowltiger thank you for commenting and sharing your question! Outliving your money is one of the greatest concerns people have when it comes to saving and retirement. We will add it to the topics for a future episode.
Great analysis as always!!!!