TOOLS 2 RETIRE

200 W. Highway 6
Suite 614

Waco, TX 76712

Phone:

mySTREETSCAPE Client Access

Trevor P. Wardlaw

Investment Advisor Representative

Photo Location:

Wall Street Bull Bronze Sculpture

Bowling Green Park

Lower Manhattan

HOT TOPIC — U.S. Fiscal Issues: Larger Deficits Are Driving Up Debt

Why federal budget deficits are rising, and what the current fiscal situation could mean for the future of the U.S. economy.
HOT TOPIC — Tax Reform: How Will You Be Affected?

In December 2017, Congress passed a sweeping tax-cut package that fundamentally changes the individual and business tax landscape.
How Long Should You Keep Financial Records?

The beginning of the year is a great time to organize records and discard old documents to make room for new ones.
Better Late Than Never

Understand the rules and deadlines for the estates of recently deceased taxpayers when seeking portability relief.

Retirement Portfolio Lifespan

How Long Will Your Funds Last?
Car Affordability

How much can you afford to pay for a car?
Credit Card Debt

How Long Will It Take to Pay my Balance?
Federal Income Tax

This calculator can help you estimate your annual federal income tax liability.

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Last Closing Prices

Ticker Name	Percent Difference (when noted with %) otherwise Last Price	Difference (where applicable)
Dow Jones Industrials	25,413.22	+0.49%
Nasdaq Composite	7,247.87	-0.15%
Nasdaq 100	6,867.02	-0.34%
OSX Oil Service Sector Index	111.32	+0.30%

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.

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