Ron Policy, CMFC - Financial Advisor at Waddell & Reed

Flying back from Waddell & Reed’s annual education meeting, Circle of Champions! It was great to see all my friends and colleagues, but I’m eager to get back to the office and put what I learned into practice.

My office will be closed Monday, May 28, for Memorial Day. Have a great weekend!

I’ll be seeing Carl Richards – better known as “The Sketch Guy” and the author of this article – later this month at Waddell & Reed’s annual advisor education event, Circle of Champions! Anything I should ask him to draw?

Jittery From Stock Market Volatility? Don’t Run. Just Hug. Waddell & Reed is not affiliated with and does not endorse Carl Richards.

Have you ever used an online calculator to determine if you’re saving enough for retirement? They can be helpful, but don’t always account for the facts of your life. Contact me today to discuss your retirement savings needs.

Are You Saving Enough? If you go by the book, you would shoot for 10% to 20% of your gross income. But that ballpark figure can be deceiving.