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Wardlaw Wealth Management LLC

200 W. Highway 6 Suite 614
Waco, TX 76712

Phone:

254-776-5310

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Man next to the Wall Street Charging Bull statue

Trevor P. Wardlaw

Investment Advisor Representative

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Photo Location:

Wall Street Bull Bronze Sculpture

Bowling Green Park

Lower Manhattan

Navigating Medicare Open Enrollment

Reviews annual enrollment dates and options for Medicare participants.

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Life Insurance for Two

Survivorship life insurance may be a cost-effective coverage solution for older couples or business partners.

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HOT TOPIC: AI Expectations Underpin the Economic Outlook for 2026

This article discusses economic forecasts for 2026 and the trends that are influencing them, including surging AI investment.

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Grocery Games: Strategies to Help Stretch Your Food Budget

Provides tips for managing rising food prices through smart shopping.

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LTCI Cost of Waiting

Estimate the potential cost of waiting to purchase a long-term care insurance policy.

Estate Taxes

Use this calculator to estimate the federal estate taxes that could be due on your estate after you die.

College Funding

Use this calculator to estimate the cost of your child’s education, based on the variables you input.

Net Worth

A balance sheet summarizes your assets and liabilities and reveals your net worth.

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Check the background of this financial professional on FINRA's BrokerCheck