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.
Women must be ready to spend, on average, more years in retirement than men.
Have A Question About This Topic?
Some people wonder if Social Security will remain financially sound enough to pay the benefits they are owed.
Lifestyle considerations in creating your retirement portfolio.
Don't let procrastination keep you from pursuing your financial dreams and goals.
To choose a plan, it’s important to ask yourself four key questions.
Here's a look at several birthdays and “half-birthdays” that have implications regarding your retirement income.
Annuities are versatile tools that can help you save for retirement and generate income in retirement.
Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
Estimate how long your retirement savings may last using various monthly cash flow rates.
This calculator may help you estimate how long funds may last given regular withdrawals.
This calculator can help you estimate how much you may need to save for retirement.
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
There are a number of ways to withdraw money from a qualified retirement plan.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Investment tools and strategies that can enable you to pursue your retirement goals.
Why are 401(k) plans, annuities, and IRAs so popular?
It takes time, talent and tenacity to turn your small business into a thriving operation. I can help.
A lot can happen in the course of a year. The Waddell & Reed Wealth Management Site organizes your financial life
Planning your financial future is a journey you don’t have to walk alone.
Here are five facts about Social Security that might surprise you.
You’ve worked hard building a career. Let me show you how to enjoy the fruits of your success. Call me today.