About Brian Tullio

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So far Brian Tullio has created 5 blog entries.

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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