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

(781)404-7009    (781)933-4385

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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Family View

Family View

As our parents grow older, it’s our turn to help them like they helped us. I can show you how. Call me today.

Social Security Benefits: How Much Will I Receive

Social Security Benefits: How Much Will I Receive

Calculating your potential Social Security benefit is a three-step process.

Tuning Your Social Security Benefit

Tuning Your Social Security Benefit

When should you take your Social Security benefit?

Split Annuity Strategy

Here's one strategy that combines two different annuities to generate income and rebuild principal.

Where Will Your Retirement Money Come From?

Retirement income may come from a variety of sources. Here's an overview of the six main sources.

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.

What Is a Roth 401(k)?

Roth 401(k) plans combine features of traditional 401(k) plans with those of a Roth IRA.

Three Key Questions to Answer Before Taking Social Security

When to start? Should I continue to work? How can I maximize my benefit?

Does Your Portfolio Fit Your Retirement Lifestyle?

Lifestyle considerations in creating your retirement portfolio.

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

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

My Retirement Savings

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

Estimate Your RMD

Help determine the required minimum distribution from an IRA or other qualified retirement plan.

A Look at Systematic Withdrawals

This calculator may help you estimate how long funds may last given regular withdrawals.

Inflation & Retirement

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

Saving for Retirement

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

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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.

Retirement Plan Distributions

There are a number of ways to withdraw money from a qualified retirement plan.

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Let’s Look Forward

A lot can happen in the course of a year. Waddell & Reed WealthLink organizes your financial life.

Don't Buy The Hype

There are a lot of misconceptions about Social Security. Here’s the truth about three of them.

Athlete

There’s a lot on the line when managing your finances. I can coach you through the tough decisions.

RE: Retirement

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

Creative Planning

Turn insight into action with Waddell & Reed WealthLink’s creative planning tools.

Life in a Box

What if life was so simple that everything you owned fit into a box? Intrigued? Call me to learn more.

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