Wardlaw Wealth Management LLC

Name: TOOLS2RETIRE
Address: 200 W. Highway 6, Waco, TX, 76712, US
Telephone: 254-776-5310

200 W. Highway 6 Suite 614
Waco, TX 76712

Phone:

254-776-5310

Client Access

Man next to the Wall Street Charging Bull statue

Trevor P. Wardlaw

Investment Advisor Representative

Photo Location:

Wall Street Bull Bronze Sculpture

Bowling Green Park

Lower Manhattan

Newsletters

Navigating Medicare Open Enrollment

Reviews annual enrollment dates and options for Medicare participants.

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Index Funds: Traditional and Not-So-Traditional

While all index funds attempt to track the performance of a market index, there are hundreds of indexes and at least two alternate approaches to traditional indexing.

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Could an HSA Strengthen Your Retirement Strategy?

After age 65, retirees can use HSA funds for any purpose without incurring a penalty.

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What Happens to Your Time Horizon at Retirement?

Explores how investment strategy changes once retirement begins.

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Calculators

College Funding

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

Taxable Equivalent Yield

Calculate the rate of return you would have to receive from a taxable investment to realize an equivalent tax-exempt yield.

Cost of Retirement

Use this calculator to estimate how much income and savings you may need in retirement.

Cash Flow Analysis

This Cash Flow Analysis form will help you weigh your income vs. your expenses.

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