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Sonji Rollins Tucker

(804) 521-2677

Women and Retirement Suddenly Single: 3 Steps to Take Now Sit, Stay, Rollover: A Guide to IRA Rollovers What Can a Million Dollars Buy You?
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The Raymond Kendall Group 

 We provide financial and retirement solutions to pre-retirees, retiree, and early retirement candidates.  Our practice focuses on customizing a plan for you and your family that will provide the sustainable income to meet life's milestones such as retirement, college expenses and risk management. 

Your investments and plan goals should be steady but also flexible enough to match each families lifestyle.  The guidance you receive comes along with education and a holistic approach to investment and financial management.  Our educational seminar topics include Woman and Wealth, Social Security, College Savings Planning, Credit and Debt management, Investment and Insurance strategies.  Please take a moment to visit the entire website where you will find informative videos, calculators and helpful news information.  If you have a question please use the "Have A Question" box, where it will be answered and returned to you promptly. 

Call us now to book your complimentary consultation.

Helpful Content

Your Emergency Fund: How Much Is Enough?

Your Emergency Fund: How Much Is Enough?

Having an emergency fund may help alleviate the stress and worry associated with a financial crisis.

Choosing a Retirement Plan that Fits Your Business

Choosing a Retirement Plan that Fits Your Business

To choose a plan, it’s important to ask yourself four key questions.

Universal Life Insurance

Universal Life Insurance

Universal life insurance is permanent insurance with a flexible premium. Here's how it works.

 

The Financial Literacy Crisis

Many Americans are operating their personal finances with only the barest minimum of knowledge.

How Income Taxes Work

A quick look at how federal income taxes work.

Term vs. Permanent Life Insurance

When considering life insurance, it's important to understand your options.

Disability and Your Finances

In the event of an unforeseen accident or illness, disability insurance may be a good way to protect your income and savings.

Investment Challenges of the Affluent Investor

Affluent investors face unique challenges when putting together an investment strategy. Make sure you keep these in mind.

Universal Life Insurance

Universal life insurance is permanent insurance with a flexible premium. Here's how it works.

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What Is My Current Net Worth?

Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.

Social Security Taxes

Estimate how much of your Social Security benefit may be considered taxable.

Potential Income from an IRA

Estimate your monthly and annual income from various IRA types.

My Retirement Savings

Estimate how long your retirement savings may last using various monthly cash flow rates.

Contributing to an IRA?

Determine if you are eligible to contribute to a traditional or Roth IRA.

Saving for Retirement

This calculator can help you estimate how much you may need to save for retirement.

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Your Cash Flow Statement

A presentation about managing money: using it, saving it, and even getting credit.

Investment Strategies for Retirement

Investment tools and strategies that can enable you to pursue your retirement goals.

Keys to Investing for Retirement

There are some key concepts to understand when investing for retirement

Principles of Preserving Wealth

How federal estate taxes work, plus estate management documents and tactics.

Long-Term-Care Protection Strategies

The chances of needing long-term care, its cost, and strategies for covering that cost.

Retirement Plan Distributions

There are a number of ways to withdraw money from a qualified retirement plan.

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The Business Cycle

How will you weather the ups and downs of the business cycle?

The New Wild West: Bitcoin

Bitcoin’s future is uncertain, but one thing is for sure: it’s the wild west out there, and there is no sheriff in town.

The Rule of 72

Do you know how long it may take for your investments to double in value? The Rule of 72 is a quick way to figure it out.

The Junk Drawer Approach to Investing

It's easy to let investments accumulate like old receipts in a junk drawer.

Should I Invest In REITs?

Are Real Estate Investment Trusts right for your portfolio?

Perception vs. Reality

There’s an alarming difference between perception and reality for current and future retirees.

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