stullfinancial.com
Team | David J. Stull, CLU, ChFC
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4529 Quail Lakes Drive. Stockton, CA 95207. David J. Stull, CLU, ChFC. We believe our teamwork approach adds a broader perspective to all we do and provides increased benefits to our clients. Our team of financial professionals can help you address:. Investing principles and strategies. Retirement investing and distribution strategies. We also can answer your questions, including:. Can I retire early? Are my investments working hard enough? What’s the best approach for college savings? David J. Stull.
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Our Services | David J. Stull, CLU, ChFC
http://www.stullfinancial.com/p/our-services
4529 Quail Lakes Drive. Stockton, CA 95207. David J. Stull, CLU, ChFC. Helping People Make Smart Choices About Their Money". Individuals and families have many important and critical financial decisions to make during their lives, such as: . What assets should I invest in and what proportion should be invested in each asset class? How much do I need to save and invest each year? What type of retirement plan should I set up? How do I create a retirement distribution plan so I do not run out of money?
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Mission Statement | David J. Stull, CLU, ChFC
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4529 Quail Lakes Drive. Stockton, CA 95207. David J. Stull, CLU, ChFC. At our firm, we have the client—and only the client—in mind. Our mission is to get to know and understand your needs, wants, and long-term goals. We want to help you develop, implement, and monitor a strategy that’s designed to address your individual situation. We understand the challenges families face today. Check the background of your financial professional on FINRA's BrokerCheck. Our representatives are insurance and securities ...
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The Fed and How It Got That Way | David J. Stull, CLU, ChFC
http://www.stullfinancial.com/resource-center/investment/the-fed-and-how-it-got-that-way
4529 Quail Lakes Drive. Stockton, CA 95207. David J. Stull, CLU, ChFC. The Fed and How It Got That Way. Here is a quick history of the Federal Reserve and an overview of what it does. Events on Wall Street. Can successful investors predict changes in the markets? Some can but others miss the market’s signals. A Taxing Story: Capital Gains and Losses. Understanding how capital gains are taxed may help you refine your investment strategies. Keys to Investing for Retirement. Have A Question About This Topic?
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Resource Center | David J. Stull, CLU, ChFC
http://www.stullfinancial.com/resource-center
4529 Quail Lakes Drive. Stockton, CA 95207. David J. Stull, CLU, ChFC. Steps to consider so you can potentially accumulate the money you'll need to pursue the retirement activities you want. Create an investment strategy that’s designed to pursue your risk tolerance, time horizon, and goals. Manage personal affairs while you're alive and control the distribution of wealth upon your death. Understanding tax strategies can potentially help you better manage your overall tax situation. Our representatives a...
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Investment | David J. Stull, CLU, ChFC
http://www.stullfinancial.com/resource-center/investment
4529 Quail Lakes Drive. Stockton, CA 95207. David J. Stull, CLU, ChFC. Investing should be easy – just buy low and sell high – but most of us have trouble following that simple advice. There are principles and strategies that may enable you to put together an investment portfolio that reflects your risk tolerance, time horizon, and goals. Understanding these principles and strategies can help you avoid some of the pitfalls that snare some investors. The Real Cost of a Vacation Home. The Rule of 72. Afflu...
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Should I Invest In REITs? | David J. Stull, CLU, ChFC
http://www.stullfinancial.com/resource-center/investment/should-i-invest-in-reits
4529 Quail Lakes Drive. Stockton, CA 95207. David J. Stull, CLU, ChFC. Should I Invest In REITs? Are Real Estate Investment Trusts right for your portfolio? Where Is the Market Headed? We all know the stock market can be unpredictable. We all want to know, What’s next for the financial markets? Types of Stock Market Analysis. Most stock market analysis falls into three broad groups: Fundamental, technical, and sentimental. Here’s a look at each. 5 Smart Investing Principles. Our representatives are insur...
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Retirement | David J. Stull, CLU, ChFC
http://www.stullfinancial.com/resource-center/retirement
4529 Quail Lakes Drive. Stockton, CA 95207. David J. Stull, CLU, ChFC. Where will your retirement money come from? If you’re like most people, qualified-retirement plans, Social Security, and personal savings and investments are expected to play a role. Once you have estimated the amount of money you may need for retirement, a sound approach involves taking a close look at your potential retirement-income sources. What does your home really cost? An Inside Look at Retirement Living. What Is a Stretch IRA?
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Money | David J. Stull, CLU, ChFC
http://www.stullfinancial.com/resource-center/money
4529 Quail Lakes Drive. Stockton, CA 95207. David J. Stull, CLU, ChFC. One of the keys to a sound financial strategy is spending less than you take in, and then finding a way to put your excess to work. A money management approach involves creating budgets to understand and make decisions about where your money is going. It also involves knowing where you may be able to put your excess cash to work. What Our Kids Can Teach us About Saving Money. Well, they are. Your Cash Flow Statement. Strategies For Ma...
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Lifestyle | David J. Stull, CLU, ChFC
http://www.stullfinancial.com/resource-center/lifestyle
4529 Quail Lakes Drive. Stockton, CA 95207. David J. Stull, CLU, ChFC. Creating a life map involves a close review of personal finances and an assessment of other building blocks. Lifestyle matters look at how to balance work and leisure, how to make smart choices for the future, and many other items in an effort to help an individual “enjoy the journey.”. Coaches have helped you your whole life, in ways big and small. We’d like to be one of them. Putting a Price Tag On Your Health. To Buy or Not to Buy.
