Tonka Financial Services Inc.

06/21/2025

Assets minus liabilities = net worth. When was the last time you calculated yours?

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

06/20/2025

Tax diversification means spreading your retirement savings across accounts with different tax treatments—like taxable, tax-deferred, and tax-free. Discover how this strategy can help balance your withdrawals and potentially reduce your tax burden.

Ready to live your ideal retirement? Learn tax-efficient withdrawal strategies to help make your savings work harder for you.

06/19/2025

Divorce is a painful process. Avoid financial mistakes that may have life-long consequences.

By understanding a few key concepts during a divorce, you may be able to avoid common pitfalls.

06/18/2025

Read the latest issue of Financial Watch here: https://bit.ly/financialwatch-june25

06/18/2025

What would you do if your beloved dog caused some damage where a mere apology wasn’t enough?

Reviewing coverage options is just one thing responsible pet parents can do to help look out for their dogs.

06/17/2025

Retirement often means shifting from saving to spending. Discover how a tax-efficient withdrawal strategy can make the transition smoother and help you make the most of your savings.

Not sure how to shift from saving to spending in your golden years? Learn these tax-savvy retirement withdrawal strategies.

06/16/2025

This week, two key forces are driving market moves—rising tensions in the Middle East and the mid-week Fed meeting. From energy price spikes to safe-haven flows, tune in to this week's , as CIO Gene Goldman unpacks what’s behind the volatility—and how investors can stay steady amid the noise.

“Cetera Financial Group” refers to the network of independent retail firms encompassing, among others, Cetera Advisors LLC, Cetera Advisor Networks LLC, Cetera Investment Services LLC (marketed as Cetera Financial Institutions or Cetera Investors), and Cetera Financial Specialists LLC. All firms...

06/16/2025

Does your insurance cover you if you get into an accident with an uninsured driver?

You’re hit by an uninsured driver. Now what? Are you protected against financial losses?

06/15/2025

Tax-loss harvesting can be a simple way to offset gains and reduce your tax bill. Learn how this—and other strategies—can enhance your long-term returns.

Ready to optimize your portfolio and reduce your tax burden? Discover 5 tax-efficient investment strategies that could help.

06/14/2025

Giving back can bring a sense of fulfillment, but it can also be a smart tax strategy. Donating from your IRA may satisfy your RMD requirements while reducing your taxable income, making it a win-win for both you and the causes you care about.

Wondering how to manage retirement savings? Learn tax-efficient strategies to manage withdrawals and preserve your nest egg.

06/13/2025

Check out the latest commentary from which discusses the Israel-Iran conflict, the potential market implications, and how investors should navigate this uncertainty by staying disciplined and diversified, along with being focused on the long-term.

In this commentary, we discuss the Israel-Iran conflict, the potential market implications, and how investors should navigate this uncertainty by staying disciplined and diversified, along with being focused on the long-term.

06/13/2025

When was the last time you updated your will?

Preparing for the eventual distribution of your assets may not sound enticing. But a will puts the power in your hands.