John C Manocchio, CRPC®- Waddell & Reed, Inc.
- Investment Advice, Financial Planning
- Chamber Member
We're dedicated to helping people prepare for and live their retirement years to the fullest.
It may be startling to think about, but with many retirements now lasting 20 to 30 years or longer, you could actually spend a third or more of your life in retirement.
We believe that retirement & financial planning should be a highly personalized process. Effective planning may enable you to enjoy the freedom of your retirement years. Without it, it may take everything you have just to get by.
Preparing for Retirement
Review your progress toward saving for retirement to help ensure you’re on the right track.
Provide insight to help you navigate risks that may threaten your savings.
Discuss an investment strategy that can serve you throughout your retirement.
Getting Ready to Retire
How much retirement income you need to support your retirement goals.
Your projected Social Security and pension benefits.
Investment strategies designed to meet your retirement needs and manage risk.
Living in Retirement
What investment choices might you make to live comfortably during your retirement?
What effect will taxes have on your retirement income?
What should you do to make things easier for your family in the event of your death or disabling illness?