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.

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Retirement Redefined

Retirement Redefined

Around the country, attitudes about retirement are shifting.

Nuts and Bolts: How to Roll Over Your Employer Retirement Pl

Nuts and Bolts: How to Roll Over Your Employer Retirement Pl

Whether you are retiring or leaving to take a new job, determining what you will do with your employer-sponsored retirement..

Business Planning

Business Planning

Continuity planning is key to your business’s future. Call me to discuss a plan for passing the torch.

Volunteering in Retirement

For many, retirement includes contributing their time and talents to an organization in need.

Systematic Withdrawals in Retirement

Taking regular, periodic withdrawals during retirement can be quite problematic.

Social Security: The $64,000 Question

One of the most common questions people ask about Social Security is when they should start taking benefits.

Important Birthdays Over 50

Here's a look at several birthdays and “half-birthdays” that have implications regarding your retirement income.

When Should You Take Social Security

Monthly Social Security payments differ substantially depending on when you start receiving benefits.

FIRE: Four Things You Need to Know About This Hot Retirement

Have you heard of the retirement trend called Financial Independence, Retire Early or FIRE?

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A Look at Systematic Withdrawals

This calculator may help you estimate how long funds may last given regular withdrawals.

My Retirement Savings

Estimate how long your retirement savings may last using various monthly cash flow rates.

Saving for Retirement

This calculator can help you estimate how much you may need to save for retirement.

Annuity Comparison

This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.

Potential Income from an IRA

Estimate your monthly and annual income from various IRA types.

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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An Inside Look at Retirement Living

A number of questions and concerns need to be addressed to help you better prepare for retirement living.

Investment Strategies for Retirement

Investment tools and strategies that can enable you to pursue your retirement goals.

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The Long Run: Women and Retirement

For women, retirement strategy is a long race. It’s helpful to know the route.

Dentist

You put a healthy smile on many faces. Let me put a smile on your face with a healthy financial plan.

Consequences

Make more informed financial decisions with Waddell & Reed WealthLink. I can show you how.

Business Planning

Continuity planning is key to your business’s future. Call me to discuss a plan for passing the torch.

Walk in Our Shoes

Planning your financial future is a journey you don’t have to walk alone.

Client

Let me show you how to enjoy the rewards of your smart financial decisions. It’s what I do.

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