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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Should You Tap Retirement Savings to Fund College?

Should You Tap Retirement Savings to Fund College?

There are three things to consider before dipping into retirement savings to pay for college.

Your Changing Definition of Risk in Retirement

Your Changing Definition of Risk in Retirement

A change in your mindset during retirement may drive changes to your portfolio.

Business Planning

Business Planning

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

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?

The SECURE Act offers new opportunities for individuals and

The SECURE Act was signed into law in December 2019, and some of its provisions may have a significant impact on your...

What Is an Annuity?

Annuities are versatile tools that can help you save for retirement and generate income in retirement.

What's New for Social Security?

There have been a number of changes to Social Security that may affect you, especially if you are nearing retirement.

Social Security: The Elephant in the Room

Some people wonder if Social Security will remain financially sound enough to pay the benefits they are owed.

A Bucket Plan to Go with Your Bucket List

Longer, healthier living can put greater stress on retirement assets; the bucket approach may be one answer.

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Saving for Retirement

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

Self-Employed Retirement Plans

Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.

Inflation & Retirement

Estimate how much income may be needed at retirement to maintain your standard of living.

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.

A Look at Systematic Withdrawals

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

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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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Consequences

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

Business Owner

It takes time, talent and tenacity to turn your small business into a thriving operation. I can help.

Preparing For the Ultimate Vacation

Make your retirement as exciting as your next vacation.

Life in a Box

What if life was so simple that everything you owned fit into a box? Intrigued? Call me to learn more.

RE: Retirement

How does your ideal retirement differ from reality, and what can we do to better align the two?

Executive

You’ve worked hard building a career. Let me show you how to enjoy the fruits of your success. Call me today.

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