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.

Tuning Your Social Security Benefit

When should you take your Social Security benefit?

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Risk Tolerance: What’s Your Style?

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

What Is a Roth 401(k)?

Roth 401(k) plans combine features of traditional 401(k) plans with those of a Roth IRA.

Creative Planning

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

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.

When Should You Take Social Security

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

Traditional vs. Roth IRA

One or the other? Perhaps both traditional and Roth IRAs can play a part in your retirement plans.

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.

5 Benefits of Working in Retirement

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

Split Annuity Strategy

Here's one strategy that combines two different annuities to generate income and rebuild principal.

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Rightsizing for Retirement

What does your home really cost?

Perception vs. Reality

There’s an alarming difference between perception and reality for current and future retirees.

Risk Tolerance: What’s Your Style?

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

A Bucket Plan to Go with Your Bucket List

A bucket plan can help you be better prepared for a comfortable retirement.

Business Planning

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

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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Articles

Starting a Roth IRA for a Teen

This early financial decision could prove helpful over time.

Helpful Retirement Strategies for Women

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

Money that Buys Good Health is Never Ill Spent

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

When Should You Take Social Security

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

The Pre-Retirement Checklist

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

The Cost of Procrastination

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

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Videos

Elder Care

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

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.

Executive

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

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.

Perception vs. Reality

There’s an alarming difference between perception and reality for current and future retirees.

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