Impacts of your decisions

You've worked hard, you've saved for retirement and now you are ready for the next phase of your life. How do you make your money last? What are your options when moving your money from your employer's plan and what are the impacts of your decision? I can help answer those questions and more. Contact me and we'll meet to review your circumstances.

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Ready for Retirement?

Are you ready for retirement? Here are five words you should consider.

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Consequences

Consequences

Make more informed financial decisions with the W&R Wealth Management Site. I can show you how.

Social Security: Maximizing Benefits

Social Security: Maximizing Benefits

There are other ways to maximize Social Security benefits, in addition to waiting to claim them.

Investment Strategies for Retirement

Investment Strategies for Retirement

Investment tools and strategies that can enable you to pursue your retirement goals.

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