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.
Perception vs. Reality
There’s an alarming difference between perception and reality for current and future retirees.
Investment Strategies for Retirement
Investment tools and strategies that can enable you to pursue your retirement goals.
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Financial Planning
Financial planning is a systematic process designed to help you reach your monetary goals. Let’s get started.
Eight Mistakes That Can Upend Your Retirement
There are common mistakes you can avoid when saving for retirement.
Athlete
There’s a lot on the line when managing your finances. I can coach you through the tough decisions.
Your Changing Definition of Risk in Retirement
A change in your mindset during retirement may drive changes to your portfolio.
Healthcare Costs in Retirement
Without a solid approach, health care expenses may add up quickly and potentially alter your spending.
Investing for Retirement... 1% at a Time
Invest for your retirement, 1% at a time. Let’s plan a path towards your retirement goals.
Thinking of Retiring Abroad?
However exciting retiring abroad may sound, it deserves considerable planning.
Seeking Advice Can Help Ease Fears About Your Financial
October is Financial Planning Month! Let’s get together to create a customized financial plan for you.
9 Facts About Social Security
There are things about Social Security that might surprise you.
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My Retirement Savings
Estimate how long your retirement savings may last using various monthly cash flow rates.
Roth 401(k) vs. Traditional 401(k)
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
Saving for Retirement
This calculator can help you estimate how much you may need to save for retirement.
Inflation & Retirement
Estimate how much income may be needed at retirement to maintain your standard of living.
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.
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Investment Strategies for Retirement
Investment tools and strategies that can enable you to pursue your retirement goals.
Retirement Plan Distributions
There are a number of ways to withdraw money from a qualified retirement plan.
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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Walk in Our Shoes
Planning your financial future is a journey you don’t have to walk alone.
Women and Retirement
Women must be ready to spend, on average, more years in retirement than men.
Let’s Look Forward
A lot can happen in the course of a year. The Waddell & Reed Wealth Management Site organizes your financial life
Executive
You’ve worked hard building a career. Let me show you how to enjoy the fruits of your success. Call me today.
Business Owner
It takes time, talent and tenacity to turn your small business into a thriving operation. I can help.
Should You Ever Retire?
A growing number of Americans are pushing back the age at which they plan to retire. Or deciding not to retire at all.