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.

Dreaming Up an Active Retirement

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

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Executive

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

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.

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.

When Should You Take Social Security

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

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.

Retirement Seen Through Your Eyes

What's your vision of retirement?

How Retirement Spending Changes With Time

It can be difficult for clients to imagine how much they’ll spend in retirement. This short, insightful article is useful.

A Meal for All Generations

When it comes to generational differences, knowing the facts can be difficult.

Systematic Withdrawals in Retirement

Taking regular, periodic withdrawals during retirement can be quite problematic.

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Business Owner

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

The Long Run: Women and Retirement

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

Dentist

You put a healthy smile on many faces. Let me put a smile on your face with a healthy financial plan.

Retirement Redefined

Around the country, attitudes about retirement are shifting.

Consequences

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

Client

Let me show you how to enjoy the rewards of your smart financial decisions. It’s what I do.

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Articles

Women and Financial Strategies

Most women don’t shy away from the day-to-day financial decisions, but some may be leaving their future to chance.

Three Key Questions to Answer Before Taking Social Security

When to start? Should I continue to work? How can I maximize my benefit?

Social Security Benefits: How Much Will I Receive

Calculating your potential Social Security benefit is a three-step process.

Money that Buys Good Health is Never Ill Spent

It's important to make sure your retirement strategy anticipates health-care expenses.

Starting a Roth IRA for a Teen

This early financial decision could prove helpful over time.

The Cost of Procrastination

Don't let procrastination keep you from pursuing your financial dreams and goals.

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Videos

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.

Executive

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

Client

Let me show you how to enjoy the rewards of your smart financial decisions. It’s what I do.

Retirement Redefined

Around the country, attitudes about retirement are shifting.

How to Retire Early

Retiring early sounds like a dream come true, but it’s important to take a look at the cold, hard facts.

Elder Care

They may not admit it, but as your parents age they might need your financial help.

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