Retirement
Where will your retirement money come from? If you’re like most people, qualified-retirement plans, Social Security, and personal savings and investments are expected to play a role. Once you have estimated the amount of money you may need for retirement, a sound approach involves taking a close look at your potential retirement-income sources.
Financial Planning
Financial planning is a systematic process designed to help you reach your monetary goals. Let’s get started.
Investment Strategies for Retirement
Investment tools and strategies that can enable you to pursue your retirement goals.
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How to Retire Early
Retiring early sounds like a dream come true, but it’s important to take a look at the cold, hard facts.
The SECURE Act offers new opportunities for individuals and
The SECURE Act was signed into law in December 2019, and some of its provisions may have a significant impact on your...
Don't Buy The Hype
There are a lot of misconceptions about Social Security. Here’s the truth about three of them.
Choosing a Retirement Plan that Fits Your Business
To choose a plan, it’s important to ask yourself four key questions.
Three Regrets of Retirees
The road to retirement can be challenging, but avoiding the mistakes made by those who have traveled before.
Women and Financial Strategies
Most women don’t shy away from the day-to-day financial decisions, but some may be leaving their future to chance.
New Spending Package Includes Sweeping Retirement Plan Chang
The SECURE Act was signed into law in December 2019, and many of the provisions offer enhanced opportunities for...
A Bucket Plan to Go with Your Bucket List
Longer, healthier living can put greater stress on retirement assets; the bucket approach may be one answer.
The SECURE Act
This article may help you understand the most recent changes to your IRA and your RMD implemented with the SECURE Act.
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Saving for Retirement
This calculator can help you estimate how much you may need to save for retirement.
My Retirement Savings
Estimate how long your retirement savings may last using various monthly cash flow rates.
Annuity Comparison
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
Self-Employed Retirement Plans
Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.
A Look at Systematic Withdrawals
This calculator may help you estimate how long funds may last given regular withdrawals.
Roth 401(k) vs. Traditional 401(k)
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
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Investment Strategies for Retirement
Investment tools and strategies that can enable you to pursue your retirement goals.
An Inside Look at Retirement Living
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
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Athlete
There’s a lot on the line when managing your finances. I can coach you through the tough decisions.
Creative Planning
Turn insight into action with Waddell & Reed WealthLink’s creative planning tools.
Annual Review
A lot can happen in the course of a year.
Walk in Our Shoes
Planning your financial future is a journey you don’t have to walk alone.
Dentist
You put a healthy smile on many faces. Let me put a smile on your face with a healthy financial plan.
Business Owner
It takes time, talent and tenacity to turn your small business into a thriving operation. I can help.