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Once Upon a Goal A New Way to Look at Your Bucket List Surprise! You’ve Got Money! RE: Retirement

     Waider Financial & Insurance Services, Inc.

 

Creating & Protecting Wealth

In the world of insurance and investments, there are many decisions that need to be made. It is our purpose at Waider Financial & Insurance Services, Inc. to help guide you along the way. 

 

Helpful Content

Understanding Long-Term Care

Understanding Long-Term Care

Understanding the types of long-term-care services—and what those services could cost—may be critical.

Social Security: The Elephant in the Room

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.

What Is a Roth 401(k)?

What Is a Roth 401(k)?

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

 

Earnings for All Seasons

Earnings season can move markets. What is it and why is it important?

Yours, Mine and Ours: Estate Strategies for Second Marriages

Second marriages are a trigger event to revisit any existing estate strategies.

Orchestrating Your Retirement Accounts

Getting the instruments of your retirement to work in concert may go far in realizing the retirement you imagine.

Stop Wasting Money

One way to find money is to examine your current spending habits and eliminate money wasters.

Insuring Your Business With a Buy/Sell Agreement

It may help your business be better prepared in the event of the death of a principal or key employee.

Is a SEP-IRA Right for Your Business?

For some, the idea of establishing a retirement strategy evokes worries about complicated reporting and administration.

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Comparing Mortgage Terms

Estimate the total cost in today's dollars of various mortgage alternatives.

Annuity Comparison

This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.

Impact of Taxes and Inflation

Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.

What Is My Current Net Worth?

Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.

How Much Home Can I Afford?

With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.

Assess Your Life Insurance Needs

This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.

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5 Smart Investing Principles

Principles that can help create a portfolio designed to pursue investment goals.

An Inside Look at Retirement Living

A number of questions and concerns need to be addressed to help you better prepare for retirement living.

Managing Your Lifestyle

Using smart management to get more of what you want and free up assets to invest.

5 Smart Investing Strategies

There are some smart strategies that may help you pursue your investment objectives

Long-Term-Care Protection Strategies

The chances of needing long-term care, its cost, and strategies for covering that cost.

Your Cash Flow Statement

A presentation about managing money: using it, saving it, and even getting credit.

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Retiring the 4% Rule

A portfolio created with your long-term objectives in mind is crucial as you pursue your dream retirement.

The Real Cost of a Vacation Home

What if instead of buying that vacation home, you invested the money?

A Bucket Plan to Go with Your Bucket List

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

Extended Care: A Patchwork of Possibilities

What is your plan for health care during retirement?

Saving for College 101

Here’s a crash course on saving for college.

Retirement Redefined

Around the country, attitudes about retirement are shifting.

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