Ron Policy, CMFC - Financial Advisor at Waddell & Reed

06/01/2018

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.

05/30/2018

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

05/25/2018

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

05/23/2018

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?

Waddell & Reed is not affiliated with and does not endorse Carl Richards.

05/21/2018

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.

You can't let your frugality cheat you out of a fulfilling retirement.

05/18/2018

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.

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.

05/16/2018

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.

Retirees face some big decisions when signing up for Medicare. Here's how not to get tripped up.

05/14/2018

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.

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

05/13/2018

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

05/11/2018

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.

It’s time to stop using technology and the internet as though you were shopping at a supermarket.

05/04/2018

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

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...