About Brian Tullio

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So far Brian Tullio has created 7 blog entries.

Brian Tullio Quoted in GOBankingRates

By |2024-09-10T19:27:53+00:00August 14th, 2024|In the News|

With summer winding down, the end of the year is right around the corner! Now is the perfect time to start year-end tax planning. At Fairway, we’re here to help prepare you for next year’s taxes and guide you toward better financial outcomes. Wealth Manager Brian Tullio was recently featured in an article by GOBankingRates, [...]

Brian Tullio Quoted in GOBankingRates

By |2024-08-16T14:01:23+00:00July 1st, 2024|In the News|

Major life events – whether planned or unexpected – can throw a curveball into the financial planning process. At Fairway, we’re well versed in coaching our clients on best practices with their money during significant life milestones like their marriage, purchasing a home, and sometimes even divorce. Wealth Manager Brian Tullio recently spoke with GOBankingRates [...]

Estate Planning in a High-Interest Rate Environment

By |2022-10-14T12:02:32+00:00October 14th, 2022|Knowledge Center|

By: Brian Tullio The low-rate environment of the past several years has been a boon to many estate planning techniques and greatly benefited those looking to tax-efficiently transfer wealth.  However, 2022 has brought record high inflation, prompting the Federal Reserve to begin a campaign of interest rate increases in hopes of taming inflation [...]

5 Common Estate Planning Mistakes

By |2022-01-26T19:21:58+00:00January 26th, 2022|Knowledge Center|

By: Brian Tullio A great deal of time and consideration is often spent creating an estate plan to protect and provide for your family and loved ones.  All too often a single, costly mistake can derail that plan.  Below are five such pitfalls and ways to avoid them – do not let these [...]

An Overview of The American Rescue Plan Act

By |2021-03-27T16:48:13+00:00March 25th, 2021|Breaking News, Knowledge Center|

By: Brian Tullio The American Rescue Plan Act of 2021 was signed into law by President Biden on March 11, 2021.  The sweeping $1.9 trillion coronavirus relief package authorizes a multitude of new and expanded economic aid programs to offer assistance to individuals, families, and businesses struggling amidst the pandemic. The following is [...]

Fiduciary Standard vs Regulation BI

By |2020-09-18T21:55:16+00:00September 18th, 2020|Knowledge Center|

By: Brian Tullio In early 2018, the Securities and Exchange Commission (“SEC”) issued a set of proposals, known as Regulation Best Interest (“Regulation BI”), in an effort to lift the standard of conduct applicable to broker-dealers.  Despite thousands of public comment letters, rule revisions, and a lawsuit against its implementation (which is still [...]

Introduction to Planned Giving

By |2020-09-18T21:54:45+00:00May 26th, 2020|Knowledge Center|

By: Brian Tullio My name is Brian Tullio and I am excited to introduce myself as the newest member of Fairway Wealth Management.  I am a licensed attorney, and I hold a Master of Laws in Taxation as well as a CERTIFIED FINANCIAL PLANNER ™ Certification.  After practicing law at a boutique tax [...]

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