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.
Executive
You’ve worked hard building a career. Let me show you how to enjoy the fruits of your success. Call me today.
Investment Strategies for Retirement
Investment tools and strategies that can enable you to pursue your retirement goals.
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Don't Buy The Hype
There are a lot of misconceptions about Social Security. Here’s the truth about three of them.
What Is an Annuity?
Annuities are versatile tools that can help you save for retirement and generate income in retirement.
Life in a Box
What if life was so simple that everything you owned fit into a box? Intrigued? Call me to learn more.
Certain Uncertainties in Retirement
The uncertainties we face in retirement can erode our sense of confidence.
3 plans every Gen Xer needs to consider before they turn 50
Hitting the big 5-0 this year? Discover the plans you should consider to help protect your family and yourself.
Retirement Income and the Traditional Portfolio
Experiencing negative returns early in retirement can potentially undermine the sustainability of your assets.
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..
IRA Withdrawals that Escape the 10% Tax Penalty
The list of IRA withdrawals that may be taken without incurring a 10% early penalty has grown.
Important Birthdays Over 50
Here's a look at several birthdays and “half-birthdays” that have implications regarding your retirement income.
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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.
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).
Potential Income from an IRA
Estimate your monthly and annual income from various IRA types.
Annuity Comparison
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
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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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Creative Planning
Turn insight into action with Waddell & Reed WealthLink’s creative planning tools.
Business Planning
Continuity planning is key to your business’s future. Call me to discuss a plan for passing the torch.
Family View
As our parents grow older, it’s our turn to help them like they helped us. I can show you how. Call me today.
Preparing For the Ultimate Vacation
Make your retirement as exciting as your next vacation.
Retirement Redefined
Around the country, attitudes about retirement are shifting.
Perception vs. Reality
There’s an alarming difference between perception and reality for current and future retirees.