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.
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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A Bucket Plan to Go with Your Bucket List
A bucket plan can help you be better prepared for a comfortable retirement.
Make the most out of your retirement
In retirement, you finally have time to enjoy the rewards of your life’s efforts. Don’t let worrying about finances put a cloud over your exciting next chapter. WealthLink, your personal financial website, can help you easily and securely manage your retirement assets. I’d love to show you how. Call me.
Dentist
You put a healthy smile on many faces. Let me put a smile on your face with a healthy financial plan.
Orchestrating Your Retirement Accounts
Getting the instruments of your retirement to work in concert may go far in realizing the retirement you imagine.
Qualified Charitable Distributions:
Do you have a required minimum distribution RMD from a retirement account but don’t need the income for your daily expenses?
When Should You Take Social Security
Monthly Social Security payments differ substantially depending on when you start receiving benefits.
Three Regrets of Retirees
The road to retirement can be challenging, but avoiding the mistakes made by those who have traveled before.
Systematic Withdrawals in Retirement
Taking regular, periodic withdrawals during retirement can be quite problematic.
Healthcare Costs in Retirement
Without a solid approach, health care expenses may add up quickly and potentially alter your spending.
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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.
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.
My Retirement Savings
Estimate how long your retirement savings may last using various monthly cash flow rates.
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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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The Long Run: Women and Retirement
For women, retirement strategy is a long race. It’s helpful to know the route.
A Fruitful Retirement: Social Security Benefit
Taking your Social Security benefits at the right time may help maximize your benefit.
Consequences
Make more informed financial decisions with Waddell & Reed WealthLink. I can show you how.
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.
Should You Tap Retirement Savings to Fund College?
There are three things to consider before dipping into retirement savings to pay for college.
Executive
You’ve worked hard building a career. Let me show you how to enjoy the fruits of your success. Call me today.