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.
Rightsizing for Retirement
What does your home really cost?
Investment Strategies for Retirement
Investment tools and strategies that can enable you to pursue your retirement goals.
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Retirement Redefined
Around the country, attitudes about retirement are shifting.
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
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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