So You’ve (Unexpectedly) Inherited Some Money…What Next?

It can feel like a rollercoaster when you unexpectedly receive news of an inheritance. It could be completely out of the blue, or it could include a larger or smaller sum than you thought might be available. Here are five steps to navigate your new financial situation, and how to best handle it when others may be involved.… Read the rest

Three Big Misconceptions About Retirement Plans for your Business

For small business owners, it’s a great feeling when you’ve grown your company to the point of being able to offer comprehensive benefits, especially a quality retirement plan, to your employees. A retirement plan benefit is also a great  way to attract and keep talented team members.… Read the rest

Know Your Worth

Reading The Millionaire Mind by Dr. Thomas Stanley reminded me of an interesting concept I first learned about several years ago while working in the homeless service field.

One of the main qualities Dr. Stanley found many millionaires possessed was knowing when something was worth their time.… Read the rest

Important Social Security Changes — Act By April 30th

If you are between ages 66 and 70 and you’re reading this, you need to act now!

Many of you may have seen or heard about recent changes to social security.

There were a number of significant changes approved last year and we want to make sure that you are aware of them.  … Read the rest

Advisor vs. Broker

In this video blog, Neill Yelverton explains the difference between Advisors and Brokers.  Many people do not know there is a difference.  That difference matters.  At Krull and Company we empower you with knowledge.

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When a Trust or Inheritance Comes Your Way…

By Peter Krull

We have had several clients over the past few years who have inherited investments or trusts from parents, grandparents, etc.… Read the rest

Asking the Right Question

Does it seem to that you’re always looking for “the answer?” We have a tendency to focus on finding the answer without spending enough time on making sure we’re asking the right question.

Ten years ago I was lucky enough to ask the right questions: Is there a way that I can help my clients invest differently?… Read the rest