Learn More About
February 2010
January 2010
- Understanding Preferred Stocks
- Weekly Economic Update for January 25, 2010
- The Decade in Review
- Weekly Economic Update for January 18, 2010
- Weekly Economic Update for January 11, 2010
- Capital Associates: 2009 In Review
- Quarterly Economic Update for 4Q 2009
- Monthly Economic Update for January, 2010
- Some Financial New Year's Resolutions
- Weekly Economic Update for January 4, 2010
- How & When to Sign Up for Medicare
December 2009
- Tax Alert: Plan to Take Advantage of 2010
- Options for Taking Money Out of a Roth IRA
- The DCA Way: Dollar Cost Averaging
- Safety Tips for Online Shopping
- Monthly Economic Update for December, 2009
November 2009
- Should Something Replace the 401(K)?
- Year-End Financial Moves To Think About
- When Will Interest Rates Rise?
- Extended Homebuyer Credits & Jobless Benefits
- Monthly Economic Update for November, 2009
- November is Long Term Care Awareness Month
October 2009
- No SSI Increase for 2010
- Is America Prepared To Retire?
- Quarterly Economic Update for 3Q 2009
- Breaking Bad Money Habits
- Monthly Economic Update for October, 2009
September 2009
- What Do Your Children Know About Building Wealth?
- La La Land
- What to Look for in a Financial Advisor
- Monthly Economic Update for September, 2009
August 2009
- Corporate Profits Improve
- The Recession is Over! Long Live The Recession!
- Clearing Up the Health Care Debate
- Getting A Mortgage Today
- Monthly Economic Update for August, 2009
- America Delays Retirement
July 2009
- Cash For Clunkers
- Could Small Business Cope With Mandatory Health Insurance?
- Same Old Song, With A Different Meaning
- Coping With A Layoff
- Quarterly Economic Update for 2Q 2009
- Monthly Economic Update for July, 2009
June 2009
- Health Care Reform
- Roth IRA Conversions for 2010
- GM Bankruptcy
- Obama's Plan to Overhaul the Financial System
- The Best and the Brightest
May 2009
April 2009

Good planning provides peace of mind.
Retirement planning is a major financial investment – so many considerations, so many variables, so much information to acquire and digest. Of utmost importance: finding the right advisor – a professional who is honest and knowledgeable, objective and can give you the time, care and insight you want, need and deserve.
An advisor with integrity who puts clients’ needs first – always.
Tim Hucks follows two guiding principles in business: 1) Integrity – first, foremost and always; and 2) The client comes first – your concerns and needs supersede all else. This is why university professors and other professionals have relied on him for more than 28 years.
Toward a comfortable retirement.
Tim wants the best for you. He values growth, but he is more interested in protecting the wealth you work so hard for. His financial knowledge and expertise help you plan with confidence that the money will last.
Tax-efficient investing and estate planning.
Tim favors planning that allows you to keep more and give the government less. He protects your money from tax erosion for you and your heirs. Good planning provides security and peace of mind for all concerned. A well-crafted wealth transfer plan ensures family stability for the next generation.
Professional resources at your fingertips.
Quite often, there are business and legal matters that need addressing. Tim has relationships with legal and accounting experts for any issue that may arise. In fact, most clients join Tim via referrals from you, your colleagues and business professionals.
Financial relationships for life.
Tim wants to be your financial steward, not sell you a financial product. He follows the Golden Rule. He offers advice, guidance and execution, to help you understand your situation – to review and adjust your portfolio as needed, to manage risk, to defer or reduce income, to avoid capital gains and unnecessary tax liability.
Listening and responding – to you.
Call or e-mail Tim today. Tell him you need a university retirement specialist to help guide you to a comfortable retirement.
More than a financial advisor, count on him through all economic tides.
Kiwanis is a global organization of volunteers dedicated to changing the world, one child and one community at a time.
Tim Hucks has been a volunteer and regional leader in Kiwanis since 1990. He served as president of the Hillsborough Kiwanis Club in 1997-98, and Lieutenant Governor for Carolinas District of Kiwanis International in 1998-99 and 2005-06. Tim is very active with “Terrific Kids,” a student recognition program that promotes character development, self-esteem, and perseverance.
To learn more, visit kiwanis.org.



