Freddie Brown - Financial Advisor at Waddell & Reed

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Freddie Brown - Financial Advisor at Waddell & Reed

Contact information, map and directions, contact form, opening hours, services, ratings, photos, videos and announcements from Freddie Brown - Financial Advisor at Waddell & Reed, Financial planner, One Pointe Drive Suite 210, Brea, CA.

04/27/2018

What are the questions you need to ask yourself when setting your retirement income goals? Waddell & Reed Insights has four questions – and you can call me if you need help finding the answers.

Have you thought about how much monthly income you’ll need to retire comfortably? If not, you’ll want to consider these four questions as you set your retirement income goals.

01/25/2018

Married without kids? Your financial plans should reflect your long-term goals. Take this quiz and see if you’re well-informed about the planning needs of childless couples. Then let me help you with your plan.

Much of financial planning is focused on children and heirs. But if you have no children, your financial planning needs are quite different. What have you and your partner potentially overlooked? Take the quiz.

10/12/2017

October is National Financial Planning Month. If working with a financial advisor has been on your to-do list, now is a great time to get started. Read how seeking advice for your financial plan may help you reach your goals.

Whether you hope to own a business, a new house or enjoy a comfortable retirement, you’ll need finances along the way. Those who plan along the way are better prepared and have less anxiety about their finances.

05/25/2017

Effective planning may enable you to enjoy the freedom of your retirement years. Here are five questions you should ask yourself as you plan for retirement.

It may be startling to think about, but with many retirements lasting 20 to 30 years or longer, you could actually spend a third or more of your life in retirement.

04/07/2017

Should you consider maximizing contributions to your traditional or Roth IRA? Short answer: compound interest might help. Waddell & Reed Insights latest post has the long answer. Read it here.

Scrambling to compile your receipts and W-2s in advance of this year’s April 18 federal tax filing deadline? Don’t forget about your IRA.

02/23/2017

The USDA estimates it will cost you $233,610 to raise a child over the next 18 years. Before becoming nauseated, consider creating a financial plan that may lessen the burden.

A baby is a bundle of joy, however if you’re getting ready to start a family, that little one will cost you. According to a report from the U.S. Department of Agriculture, it will cost an estimated $233,610 over the next 18 years.

02/02/2017

For many young adults, making sense of money – from day-to-day management to thinking long term – can create some anxiety. Get started by taking a good look at your finances and develop a customized strategy to help meet your goals today.

From your day-to-day finances to your long-term investment objectives, there’s an enormous amount to consider when it comes to managing your money… but it’s a subject well worth your time.

01/04/2017

Resolution: Review employee benefits and take full advantage of all your employer offers.

The new year is a great time to check action items off your financial planning wish list.

12/28/2016

2016 is drawing to a close – meaning the time to review your finances is at hand. Take a look through this year-end review and make sure your finances are as fit as you want them to be.

Although the year is drawing to a close, you still have time to review your finances. Pausing to reflect on the financial progress you made in 2016 and identifying adjustments for 2017 can help you start the new year stronger than ever.

12/09/2016

A recent survey found that only 48% of Americans had received financial advice – but that 71% were interested in receiving it. Contact me today if you’re in that 71% that’s interested in advice!

It’s not that Americans don’t want advisors, it’s that Americans think that advisors don’t want them.

Address

One Pointe Drive Suite 210
Brea, CA
92821

Telephone

+17149874031

Website

http://www.freddiebrown.wrfa.com/

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