Andrew Tucker, CFP

Think you’re on track for Retirement?
Most people think they are — until they miss one key step.

I put together a Retirement Planning Starter Checklist to help you double-check the basics before it’s too late.
Copy and paste the link below or click the link in my bio to download it now!

Andrewtucker.net/retirementchecklist

As a CFP® professional, I often see families approach retirement with good intentions — but a few common oversights can create unnecessary stress later on.

This post is for educational purposes only.

Big news: I am officially a CERTIFIED FINANCIAL PLANNER®!

Earning the CFP® marks means meeting the highest standard in personal financial planning - education, experience, ethics, and a (pretty difficult!) exam. I’m excited to use this knowledge to better serve clients and help more families feel confident about their financial future.

Thank you to everyone who supported me along the way!

We are 2 days away, don't forget to register!

NEW Tax Laws Are Coming
Are you ready for the changes?

Join us for a COMPLIMENTARY 30-minute live webinar where we’ll break down the “One Big Beautiful Bill” Act and what it means for you.

When: Wednesday, Sep. 3rd, 2025
Time: 6:30 PM EST
Link for Registration: https://raymondjames.zoom.us/webinar/register/WN_ueP8g3s7Q--f-tE5Axk8_A

What we’ll cover:
- Roth Conversion Strategies
- 529 Plan Changes
- Tax Bracket Changes
- Senior Deduction Benefits

Ask your questions LIVE in our Q&A box!

Save your spot now: https://raymondjames.zoom.us/webinar/register/WN_ueP8g3s7Q--f-tE5Axk8_A

*Educational only– no products will be sold.*
*Neither Raymond James Financial Services nor any Raymond James Financial Advisor renders advice on tax or legal issue, these matters should be discussed with the appropriate professional.*

NEW Tax Laws Are Coming
Are you ready for the changes?

Join us for a COMPLIMENTARY 30-minute live webinar where we’ll break down the “One Big Beautiful Bill” Act and what it means for you.

When: Wednesday, Sep. 3rd, 2025
Time: 6:30 PM EST
Link for Registration: https://raymondjames.zoom.us/webinar/register/WN_ueP8g3s7Q--f-tE5Axk8_A

What we’ll cover:
- Roth Conversion Strategies
- 529 Plan Changes
- Tax Bracket Changes
- Senior Deduction Benefits

Ask your questions LIVE in our Q&A box!

Save your spot now: https://raymondjames.zoom.us/webinar/register/WN_ueP8g3s7Q--f-tE5Axk8_A

*Educational only– no products will be sold.*
*Neither Raymond James Financial Services nor any Raymond James Financial Advisor renders advice on tax or legal issue, these matters should be discussed with the appropriate professional.*

Had the pleasure of presenting my services to fellow business owners within my BNI group, sharing how I help families and entrepreneurs succeed in retirement! I enjoy connecting with such a driven group and highlighting the importance of planning with purpose.

Had an incredible time at our annual Raymond James Elevate conference this week! Grateful to be a part of such a prestigious company and surrounded by inspiring professionals!

Years and years of close calls, heartbreak, and relentless pursuit—all culminating in a moment that will go down in golf history. Standing over that final putt at Augusta (for the 2nd time of the day), you could see the weight of it all in his eyes. The nerves. The pressure. The knowledge that this was his shot at completing the career Grand Slam.

And still, he delivered.

This wasn’t just about a win—it was about resilience, long-term vision, and showing up again and again, even when the journey feels endless.

Rory McIlroy’s victory is a reminder that the goals worth chasing are often the hardest to reach. But with patience, consistency, and belief in your craft, the moment will come.

I found myself thinking what that feeling Rory felt was like. We all have our own “green jacket”. That prize, goal, or accomplishment we all long to achieve.

Find your green jacket and don’t let anything stop you from achieving it.

Post Election Recap:

*Disclaimer: This newsletter is for informational and educational purposes only and should not be considered an endorsement of any political party, candidate, or agenda.*

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