Trevor P. Wardlaw
Investment Advisor Representative
Photo Location:
Wall Street Bull Bronze Sculpture
Bowling Green Park
Lower Manhattan
Wardlaw Wealth Management LLC
200 W. Highway 6
Suite 614 Waco, TX 76712
Suite 614 Waco, TX 76712
Phone:
- 254-776-5310
Newsletters
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Two Tax-Friendly Retirement Plans for the Self-Employed
Setting up a retirement plan provides a way to help shelter more income from taxes and save money for the future.
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What’s Your Real Return?
While investors typically look at the nominal return on their investments, it’s important to understand the real return in order to target financial goals.
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A Mortgage Recast Is an Alternative to Refinancing
When a mortgage is recast, the borrower puts money toward the principal balance of a home loan, reducing the monthly payment.
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Saving for College: 529 Plan vs. Roth IRA
529 plans and Roth IRAs can both be used to save for college. This article compares the features of these two saving options.
Calculators
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IRA Eligibility
Use this calculator to determine whether you qualify for the different types of IRAs.
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Life Insurance
How much life insurance would you need to produce a sufficient income stream for your family?
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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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Estate Taxes
Use this calculator to estimate the federal estate taxes that could be due on your estate after you die.