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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Retirement Redefined

Retirement Redefined

Around the country, attitudes about retirement are shifting.

The Pre-Retirement Checklist

The Pre-Retirement Checklist

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

Athlete

Athlete

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

New Spending Package Includes Sweeping Retirement Plan Chang

The SECURE Act was signed into law in December 2019, and many of the provisions offer enhanced opportunities for...

Caring for Aging Parents

As our nation ages, many Americans are turning their attention to caring for aging parents.

How Women Can Prepare For Retirement

Are women prepared for a 20-year retirement?

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.

What happens if I withdraw money from my tax-deferred invest

Withdrawing funds from retirement accounts before turning age 59 ½ usually triggers a 10% tax penalty

What Is an Annuity?

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

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My Retirement Savings

Estimate how long your retirement savings may last using various monthly cash flow rates.

Potential Income from an IRA

Estimate your monthly and annual income from various IRA types.

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).

Self-Employed Retirement Plans

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

Saving for Retirement

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

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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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Rightsizing for Retirement

What does your home really cost?

Walk in Our Shoes

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

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.

Social Security: By the Numbers

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

Creative Planning

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

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