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Saluting Our Essential Workers


We might call them heroes - but most of them would be embarrassed.   They think they are just doing their job. Some appear to be fearless, but most are very aware of the risk they are taking and exercise what cautions are available to them.   At the end of the day they are exhausted, but they rest and do it again the next day. Some are seeing death everyday but keep on giving it their all to try to prevent it. Some don’t make it themselves. Many can’t see their families and friends because they are considered high risk. But they will just keep doing their job for as long as it takes.

You can’t praise these people enough, even though they usually won’t acknowledge they are any different than anyone else. A few Fullen Financial employees have family much closer to the pandemic than we wish they were. We also have many clients themselves, or their family members, directly involved in the effort to keep the pandemic at bay and trying to lessen the suffering.

We wanted to post some brief stories of who these people really are. If you are fortunate enough to have no one personally at risk I encourage you to read these.   It can be humbling to see how small we are. We will start with three individuals very close to Fullen Financial employees.


Tags: Company News General Interest

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Staying Alert to Fraud During the Pandemic


The coronavirus pandemic, like prior disasters and times of social upheaval, provides scammers with a vulnerable population looking for help and, unfortunately these criminals will take advantage of every opportunity. We are also online a lot more now without the benefit of sophisticated corporate firewalls and hungry for information and updates. What are some of the more “popular” scams right now? They vary from sale of non-existent PPE, to work from home scams, to get rich investment schemes such as investing in a cure for COVID-19. These scams can take the form of emails, phone calls, solicitations through social media to people knocking on your front door.

There are ways to protect yourself.

Tags: General Interest

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Research points out a trait of successful people: they use what is available to them, i.e. when given lemons, make lemonade. In the middle of a stressful situation, it is often hard to focus, but many of us have something now that we have often found lacking in the past - time.  So, if you are one of those individuals with some extra time, this is a good opportunity to get your financial house in order. We have provided a "to do" list to address some of those tasks:

Tags: Financial Planning General Interest

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Fullen Financial Office Update

While the State of Ohio has allowed offices like ours to reopen following strict guidelines, for the safety and convenience of our clients and employees, we have decided to continue to work remotely for the foreseeable future. Allowing us to make this decision is, in part, the fact that our remote and virtual communication tools have worked so well before and during the stay at home order.   So, while we look forward to the time when we can meet with you in person at our office again, please don't let our delay in reopening stop you from getting your questions answered, having our normal planning meetings and generally going about our business together. Eventually we will return to normal business hours and you will be able to find that news here as soon as it is available.

Tags: Company News



It’s official! I’m sure you never thought the day would come where you would collect your college diploma and be on your way. You are likely moving out of your college apartment, saying goodbye to your friends, and gearing up for “adulthood”. At this point, you may have accepted your first job offer or perhaps the recent impacts of the Coronavirus have you waiting to plan your next move.  As you attempt to navigate the future, here are five financial tips to consider.

Tags: Financial Planning Investments

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