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.
Life in a Box
What if life was so simple that everything you owned fit into a box? Intrigued? Call me to learn more.
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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Annual Review
A lot can happen in the course of a year.
The SECURE Act and Your Retirement Savings
The SECURE Act was enacted in December 2019 and expands savings opportunities for workers and includes new requirements and..
Creative Planning
Turn insight into action with Waddell & Reed WealthLink’s creative planning tools.
Certain Uncertainties in Retirement
The uncertainties we face in retirement can erode our sense of confidence.
Women on the Rise
Explore the growing influence women wield over the economy with this handy infographic.
Thinking of Retiring Abroad?
However exciting retiring abroad may sound, it deserves considerable planning.
Healthcare Costs in Retirement
Without a solid approach, health care expenses may add up quickly and potentially alter your spending.
Volunteering in Retirement
For many, retirement includes contributing their time and talents to an organization in need.
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.
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Inflation & Retirement
Estimate how much income may be needed at retirement to maintain your standard of living.
A Look at Systematic Withdrawals
This calculator may help you estimate how long funds may last given regular withdrawals.
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).
Self-Employed Retirement Plans
Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.
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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Client
Let me show you how to enjoy the rewards of your smart financial decisions. It’s what I do.
Should You Tap Retirement Savings to Fund College?
There are three things to consider before dipping into retirement savings to pay for college.
Dentist
You put a healthy smile on many faces. Let me put a smile on your face with a healthy financial plan.
Annual Review
A lot can happen in the course of a year.
The Long Run: Women and Retirement
For women, retirement strategy is a long race. It’s helpful to know the route.
Business Planning
Continuity planning is key to your business’s future. Call me to discuss a plan for passing the torch.
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