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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Annual Review

A lot can happen in the course of a year.

5 Benefits of Working in Retirement

Here are 5 reason why you may consider working through retirement.

Consequences

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

How Women Can Prepare For Retirement

Are women prepared for a 20-year retirement?

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?

Social Security: The $64,000 Question

One of the most common questions people ask about Social Security is when they should start taking benefits.

3 plans every Gen Xer needs to consider before they turn 50

Hitting the big 5-0 this year? Discover the plans you should consider to help protect your family and yourself.

Choosing a Retirement Plan that Fits Your Business

To choose a plan, it’s important to ask yourself four key questions.

Women on the Rise

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

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A Look at Systematic Withdrawals

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

Inflation & Retirement

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

Saving for Retirement

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

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.

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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18 Years’ Worth of Days

The average retirement lasts for 18 years, with many lasting even longer. Will you fill your post-retirement days with purpose?

Social Security: By the Numbers

Here are five facts about Social Security that might surprise you.

Financial Planning

Financial planning is a systematic process designed to help you reach your monetary goals. Let’s get started.

Business Planning

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

RE: Retirement

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

Walk in Our Shoes

Planning your financial future is a journey you don’t have to walk alone.

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