Jason Hull, Fort Worth Financial Advisor

These are articles from Fort Worth Financial Advisor Jason Hull

About Jason Hull

Jason Hull is a Fort Worth financial advisor. Before becoming a Fort Worth financial planner, Jason co-founded, built, and sold a software development company. He is a CFP candidate, has a MBA from the University of Virginia, and a BS from the United States Military Academy at West Point. He is the owner of Fort Worth financial advisor Hull Financial Planning.

How Much Retirement Does $1 Million Buy?

“If it weren’t for baseball, many kids wouldn’t know what a millionaire looked like.” –Phyllis Diller One of the most commonly asked questions I get as a financial planner is “when can I retire?” followed by “how much money do I need to retire?” The answer, of course, is “it depends.” How much you need […]

Twentysomethings: You Have an ENORMOUS Asset! Do You Realize It?

Most recent college graduates feel like they don’t have a dime to their names. They probably have an old beater car, some second-hand furniture – or, better yet, cardboard boxes and milk crates – and probably a hefty student loan debt from their friends at Sallie Mae. They may be getting a paycheck at the […]

Can You Handle a Windfall?

“Die and endow a college or a cat.” –Alexander Pope I have clients who have received a substantial windfall and they bring me on to help them navigate the blessing that a windfall means and avoid turning it into a curse. When we read stories of the people who win the lottery only to wind […]

Another Evaluation of an Indexed Universal Life Insurance Policy

Several months ago, I provided an evaluation of an indexed universal life insurance (IUL) policy. In the comments, I said that if any insurance agent could come up with a policy that met the standard of beating term + invest the rest when aftcast using the guaranteed levels provided in the policy, I’d change my […]

Personal Finance is Not About What You Can’t Have

“Denial isn’t just a river in Egypt.” –Stuart Smalley There was once a time when I pretty much turned a blind eye to what was happening with my personal finances. Well, I didn’t turn a blind eye. I at least paid the minimum payment on my credit card and invested money in my IRAs, but […]

Are You Prepared to Deal With the Human Side to Real Estate Investing?

“Tragedy is a tool for the living to gain wisdom, not a guide by which to live.” –Robert F. Kennedy I’m a big fan of real estate investing, particularly if one of your financial goals is to achieve PIRE. We own several properties ourselves and continue to accumulate rental properties. Given that I have zero […]