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
Suite 614
Waco,
TX
76712
Phone:
- 254-776-5310
mySTREETSCAPE Client Access
mySTREETSCAPE Client Access$ymbil Robo-Advisor Platform
$ymbil Robo-Advisor Platform
Newsletters
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Need to Tap Your 401(k)? Proceed with Care
Explore an overview of rules and tax consequences for 401(k) plan hardship distributions and other early withdrawals.
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HOT TOPIC: Keeping an Eye on Corporate Debt
This article looks at credit quality in the corporate bond market and the potential impact on fixed-income portfolios.
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Interest Rates and the Economy
Do you know which factors influence bond yields and why the gap between short- and long-term yields is often viewed as an economic indicator?
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Bridging the Gap Between Retirement and Medicare Eligibility
See three options that may help you bridge the health insurance coverage gap between retirement and Medicare eligibility.
Calculators
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Long-Term Care Self Insurance
Will you be able to afford nursing home care?
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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 70½.
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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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Retirement Plan Early Distribution
Estimate how much would remain after paying income taxes and penalties if you took an early distribution from a retirement plan.
Market Watch
Last Closing Prices
| Ticker Name | Percent Difference (when noted with %) otherwise Last Price | Difference (where applicable) |
|---|---|---|
| Dow Jones Industrials | 26,935.07 | -0.59% |
| Nasdaq 100 | 7,823.55 | -0.99% |
| OSX Oil Service Sector Index | 72.08 | -0.83% |
Market data delayed per exchange rules.
All quotes are in US Eastern Time (EST).
Market data provided by ICE Data Services. ICE Limitations. Powered and implemented by FactSet. Legal Statement.