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.

Hello from San Diego! I’m here attending Circle of Champions, Waddell & Reed’s annual national education meeting.

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.

Don’t let frugality – or financial fear – cheat you out of a fulfilling retirement. Here are some tips on ways to help you live your best life in retirement.

How to live it up without going broke before you die You can't let your frugality cheat you out of a fulfilling retirement.

Why do you need a financial advisor? Because a good one will help you set a plan for getting and keeping your finances in shape. Contact my office today to schedule an appointment.

Why You Should Hire a Financial Planner, Even if You’re Not Rich Now that tax time has passed, give yourself a financial fresh start and get some help to make the right money moves for next year.

Are you turning 65 soon? If so, you need to be up-to-date on your Medicare knowledge. First step: enrolling on time. Learn more here.

Don't make these common, costly Medicare mistakes Retirees face some big decisions when signing up for Medicare. Here's how not to get tripped up.

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.

Happy Mother’s Day! Don’t forget to let your mom know she’s loved and appreciated today!

Worried about your privacy in this digital age? It can be hard to know what technology is safe to use given all the recent revelations about companies collecting personal data. Here are some things to watch out for when downloading apps.

Unknown Tech Brands Aren’t Like Groceries. Don’t Just Grab Them. It’s time to stop using technology and the internet as though you were shopping at a supermarket.

Got a grandkid birthday coming up? Skip all the gifting angst and go straight to a 529 plan.

$tats: Education savings 68% of Americans did not know what a 529 college savings plan is, let alone its potential tax benefits. https://www.waddell.com/find-investments/ivy-wr-inves...