Tucker Financial Services

 Financial Planning to Get the Job Done


5835 SW 29th Street, Suite 201, Topeka, KS 66614


Phone:  785-272-5000

Fax: 785-272-6725


Kevin N. Tucker, CFP®

Joseph G. Prokop, CFP®, CRPC®

 

Website: www.tuckerfinancial.com

July/August 2018

Midyear Tax Checkup

The halfway point of 2018 is a good time to examine how the Tax Cuts and Jobs Act of 2017 affects you. That way you can be better prepared come tax season. Here are some changes you might want to note:

Read more

School Savings Primer

It’s that time of year when many parents battle their kids over a laundry list of expensive back-to-school items, including high-end smartphones, tablets, designer clothes and the latest footwear. It doesn’t have to be this way. Here’s how you and your children can have an easier experience.

Read more

Tax Changes Affect All Ages

When it comes to taxes and their effects, there are a multitude of strategies to fit individual circumstances. Yet, we can make some generalizations that address specific groups of people with varied tax and financial situations.

Knowing that you may want to work with an advisor to fine-tune any strategy, here’s a look at how the new tax law may affect different types of people.

Read more

When Money Styles Merge

When spender and saver marry, Mars and Venus might as well be Mercury and Saturn — they’re that far apart. There are things, however, you can do to prevent money strife when you and your spouse have different money personalities.

Read more

Departing Advice for the College-Bound

You spent 18 years looking after almost every aspect of your child’s life. Soon, your child will be off to college and
independent. Help your child prepare for a life of independence – and responsibility – by going over some life basics.

Read more

AMT Changed

The AMT exemption has been significantly enlarged in 2018.

Read more

Bulls, Bears & Corrections, Oh My!

Even if you are only a casual observer of the stock market, you probably have heard words like “bulls,” “bears” and “correction” batted around. Here’s a look at five commonly used Wall Street terms that describe not only stock market movement, but markets for other securities, too.

Read more

Reevaluating Auto Renewal

Order a discounted subscription to an online publication and it will likely be automatically renewed when it runs out — at regular prices. Same thing goes for everything from smartphone apps and cell phone and cable television subscriptions to gym, art and wine club memberships.

Read more

Tales from the Crypto(currency)

If you pay even a little attention to the world of investments, you have probably heard about something called bitcoin. This Johnny-come-lately investment is known as a cryptocurrency, or digital currency, of which there are hundreds. But before you consider investing, learn a little bit about them.

Read more

Custodial Accounts

Are you considering opening a custodial account for a minor child? You can open two such accounts, the Uniform Gifts to Minors Act (UGMA) and Uniform Transfers to Minors Act (UTMA) accounts, in most states, but you should be aware that they differ and are not for everyone.

Read more

Market Sectors

Among the stock market sectors that comprise industries are two that are specific to you: consumer discretionary and consumer staples. Both are a catch-all for a variety of consumer products and services.

Read more

Cut Your Utility Bill

As you consider your electric bills with the air conditioning blasting this summer, why not consider ways to save on energy costs all year? Weatherproofing your home is usually an inexpensive way to save.

Read more

Income Protection

The younger you are, the odds are that you will likely become disabled at some point in your life.

Long-term disability is a risk that can threaten what is the greatest asset of many people — their ability to earn a living. Disability insurance can help protect some of that income: it’s one tool to help you prepare for the worst and hope for the best.

Read more

Open Enrollment

Your employer’s open enrollment period may be a few months away, but now is a good time to evaluate your current situation without the pressure of an enrollment deadline. While it’s human nature to automatically renew your existing benefits, you could miss out on opportunities if you don’t take a good look each year.

Read more

Cruising on the Cheap

Taking a cruise is one way to see attractions in multiple countries. Here’s how you can save money doing it:

Read more

Surviving Volatility

Investment volatility can be scary, but you can better weather stock market and interest rate volatility when you follow a comprehensive investment strategy that takes into account your goals, risk tolerance and time horizon. Here’s what you need to know about volatility.

Read more

Investing in TIPS

Tips, an acronym for Treasury Inflation- Protected Securities, are fixed income investments designed to provide a hedge against the eroding effects of inflation. Issued by the U.S. Treasury and backed by the full faith of our federal government, TIPS are available directly at www.treasurydirect.gov. You can also find them in some mutual funds.

Read more

Legally Speaking

When was the last time you examined each of your legal documents? It may be about as much fun as doing your taxes, but it is necessary if you want to keep your affairs in order.

Read more

SUBSCRIBE

Enter your Name and Email address to get
the newsletter delivered to your inbox every month.


CONTACT US

Enter your Name, Email Address and a short message. We'll respond to you as soon as possible.

Investment advisory services offered through Cambridge Investment Research Advisors, a Registered Investment Advisor. Securities offered through Cambridge Investment Research, Inc., member FINRA/SIPC. Cambridge and Tucker Financial Services are not affiliated.
Tucker Financial Services and LTM Client Marketing, Inc. are unrelated companies. This publication was prepared for the publication’s provider by LTM Client Marketing, an unrelated third party. Articles are not written or produced by the named representative.

The information and opinions contained in this web site are obtained from sources believed to be reliable, but their accuracy cannot be guaranteed. The publishers assume no responsibility for errors and omissions or for any damages resulting from the use of the published information. This web site is published with the understanding that it does not render legal, accounting, financial, or other professional advice. Whole or partial reproduction of this web site is forbidden without the written permission of the publisher.