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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

Midyear Checkup: Can You Contribute More to Your Retirement Plan?

With traditional pensions in decline, its up to the individual employee to build retirement savings in a work-based account.

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Making It Make Sense: The Roth 5-Year Rule

Understanding the Roth 5-year rule is essential to maintaining the tax advantaged treatment of Roth account assets.

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What Happens to Your Time Horizon at Retirement?

Explores how investment strategy changes once retirement begins.

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Consider Roth for Tax-Free Income

Describes how Roth accounts can generate tax-free retirement income.

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Lease Payment

How much would your monthly lease payment be?

Credit Card Debt

How Long Will It Take to Pay my Balance?

Long-Term Care Self Insurance

Will you be able to afford nursing home care?

Taxable Equivalent Yield

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

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