Elizabeth P. Sampson, CFP® and Richard J. West, CMFC®
Offering individualized financial
& investment planning services

(781)404-7009    (978)206-2375

Retirement

Where will your retirement money come from? If you’re like most people, qualified-retirement plans, Social Security, and personal savings and investments are expected to play a role. Once you have estimated the amount of money you may need for retirement, a sound approach involves taking a close look at your potential retirement-income sources.

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Retiring the 4% Rule

Retiring the 4% Rule

A portfolio created with your long-term objectives in mind is crucial as you pursue your dream retirement.

Volunteering in Retirement

Volunteering in Retirement

For many, retirement includes contributing their time and talents to an organization in need.

A Fruitful Retirement: Social Security Benefit

A Fruitful Retirement: Social Security Benefit

Taking your Social Security benefits at the right time may help maximize your benefit.

Is a Variable Annuity Right for Me?

Pundits go on and on about how “terrible” or “wonderful” annuities are, but they never talk about whether annuities are right

5 Benefits of Working in Retirement

Here are 5 reason why you may consider working through retirement.

Nuts and Bolts: How to Roll Over Your Employer Retirement Pl

Whether you are retiring or leaving to take a new job, determining what you will do with your employer-sponsored retirement..

3 plans every Gen Xer needs to consider before they turn 50

Hitting the big 5-0 this year? Discover the plans you should consider to help protect your family and yourself.

The SECURE Act and Your Retirement Savings

The SECURE Act was enacted in December 2019 and expands savings opportunities for workers and includes new requirements and..

Choosing a Retirement Plan that Fits Your Business

To choose a plan, it’s important to ask yourself four key questions.

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Self-Employed Retirement Plans

Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.

My Retirement Savings

Estimate how long your retirement savings may last using various monthly cash flow rates.

Saving for Retirement

This calculator can help you estimate how much you may need to save for retirement.

Inflation & Retirement

Estimate how much income may be needed at retirement to maintain your standard of living.

Annuity Comparison

This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.

Roth 401(k) vs. Traditional 401(k)

This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).

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Investment Strategies for Retirement

Investment tools and strategies that can enable you to pursue your retirement goals.

An Inside Look at Retirement Living

A number of questions and concerns need to be addressed to help you better prepare for retirement living.

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Elder Care

They may not admit it, but as your parents age they might need your financial help.

The Long Run: Women and Retirement

For women, retirement strategy is a long race. It’s helpful to know the route.

Business Owner

It takes time, talent and tenacity to turn your small business into a thriving operation. I can help.

Preparing For the Ultimate Vacation

Make your retirement as exciting as your next vacation.

Consequences

Make more informed financial decisions with Waddell & Reed WealthLink. I can show you how.

RE: Retirement

How does your ideal retirement differ from reality, and what can we do to better align the two?

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