Risk Tolerance: What’s Your Style?
Learn about what risk tolerance really means in this helpful and insightful video.
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Retiring in a Post-Pandemic World
Imagine your ideal post-pandemic retirement with this hopeful, animated video.
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Encore Careers: Push Your Boundaries
Ready for retirement? Find out why many are considering encore careers and push your boundaries into something more, here.
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It begins with a plan
Many of life's great journeys share something in common: they start with a thoughtful plan. Your financial journey is no different.

Waddell & Reed WealthLink
Organize your financial life with a consolidated view of your accounts, transaction and investments. Work directly with me to set budgets and create a plan to pursue your financial goals.
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Helpful content
I offer a full library of resources to help boost your financial planning knowledge.

Social Security: Two Benefit Strategies Eliminated
Here are several important changes to Social Security that may impact how and when you can begin taking income benefits.
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Assess Life Insurance Needs
How to help determine life insurance needs to provide for your family after you pass away.
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The Real Cost of a Vacation Home
What if instead of buying that vacation home, you invested the money?
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