Trevor P. Wardlaw
Investment Advisor Representative
Photo Location:
Wall Street Bull Bronze Sculpture
Bowling Green Park
Lower Manhattan
TOOLS 2 RETIRE
200 W. Highway 6
Suite 614 Waco, TX 76712
Suite 614 Waco, TX 76712
Phone:
- 254-776-5310
E-mail:
Financial Planning Client Portal
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Newsletters
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HOT TOPIC: GameStop, Reddit, and Market Mania: What Happened?
Learn the story behind the extreme volatility of “meme” stocks promoted through social media, including the risk for individual investors.
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Bankruptcy Changes Throw a Lifeline to Sinking Small Businesses
Many requirements that made it difficult and expensive for small businesses to reorganize using Chapter 11 have been loosened. Learn more.
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Student Loan Stress? These Plans Might Help
This article outlines the basic provisions of income-driven repayment plans that can help reduce the burden of federal student loans.
Calculators
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Estate Taxes
Use this calculator to estimate the federal estate taxes that could be due on your estate after you die.
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LTCI Cost of Waiting
Estimate the potential cost of waiting to purchase a long-term care insurance policy.
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Lease Payment
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Required Minimum Distributions
Estimate the annual required distribution from your traditional IRA or former employer's retirement plan after you turn age 72.