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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

Navigating Medicare Open Enrollment

Reviews annual enrollment dates and options for Medicare participants.

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Individual Bonds vs. Bond Funds: What’s the Difference?

Compares control, maturity, and performance differences between individual bonds and bond funds.

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Consider Roth for Tax-Free Income

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

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Surprise! It’s Retirement Time

Considering some important issues now could provide more options in the event of early retirement.

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Taxable Equivalent Yield

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

Federal Income Tax

This calculator can help you estimate your annual federal income tax liability.

College Funding

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

Life Insurance

How much life insurance would you need to produce a sufficient income stream for your family?

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