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.

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 […]

Does Your Financial Planner Really Need to be Local?

“They usually have two tellers in my local bank, except when it’s very busy, when they have one.” –Rita Rudner I recently attended a seminar about the state of the Fort Worth and Dallas housing market, put on by the real estate editor of the Dallas Morning News. He was talking about how demographic trends […]