Retirement

Where will your retirement money come from? If you’re like most people, qualified-retirement plans, Social Security, 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.

Athlete

There’s a lot on the line when managing your finances. I can coach you through the tough decisions.

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Life in a Box

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

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.

Business Planning

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

Women on the Rise

Explore the growing influence women wield over the economy with this handy infographic.

When Should You Take Social Security

Monthly Social Security payments differ substantially depending on when you start receiving benefits.

Catch-Up Contributions

Workers 50+ may make contributions to their qualified retirement plans above the limits imposed on younger workers.

Retirement Traps to Avoid

Beware of these traps that could upend your retirement.

How Women Can Prepare For Retirement

Are women prepared for a 20-year retirement?

Why Medicare Should Be Part of Your Retirement Strategy

How Medicare can address health care needs in your retirement strategy.

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The Power of Tax-Deferred Growth

Why are 401(k) plans, annuities, and IRAs so popular?

Rightsizing for Retirement

What does your home really cost?

RE: Retirement

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

Dreaming Up an Active Retirement

When you retire, how will you treat your next chapter?

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.

Creative Planning

Turn insight into action with Waddell & Reed WealthLink’s creative planning tools.

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Articles

Orchestrating Your Retirement Accounts

Getting the instruments of your retirement to work in concert may go far in realizing the retirement you imagine.

Starting a Roth IRA for a Teen

This early financial decision could prove helpful over time.

What's So Great About a Rollover?

Making a career move requires tough decisions, not the least of which is what to do with the funds in your retirement plan.

Helpful Retirement Strategies for Women

Learn how to address the challenges that women face when planning for retirement.

Choices for Your 401(k) at a Former Employer

Individuals have four basic choices with the 401(k) account they accrued at a previous employer.

The Pre-Retirement Checklist

This checklist can give you a quick snapshot of how prepared you are.

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Videos

Risk Tolerance: What’s Your Style?

Learn about what risk tolerance really means in this helpful and insightful video.

The Power of Tax-Deferred Growth

Why are 401(k) plans, annuities, and IRAs so popular?

Consequences

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

The Long Run: Women and Retirement

For women, retirement strategy is a long race. It’s helpful to know the route.

Encore Careers: Push Your Boundaries

Ready for retirement? Find out why many are considering encore careers and push your boundaries into something more, here.

Life in a Box

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

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