Wade Ojala- Financial Advisor at Waddell & Reed

11/25/2020

Happy Thanksgiving! What is your favorite side dish and dessert? Mine is sweet potato casserole (no marshmallows) and all of the desserts!

09/02/2020

While 40% of those with life insurance coverage wish they’d purchased their policy at a younger age, it’s never the wrong time to explore your options for protecting your family. Let’s talk.

08/20/2020

Recently receive a raise? Congratulations! But beware of lifestyle creep – the impulse to spend more money often comes at the expense of your retirement savings. Here’s why it’s important to increase your savings rate with every raise.

A new analysis finds that people who don’t increase their savings rate when their pay goes up will have a harder time in retirement.

07/03/2020

Have a safe and happy 4th of July!

04/15/2020

I hope everyone is staying healthy! I'm thankful to be working and our family is taking advantage of this time by spending as much time together outdoors for walks, runs, bike rides etc. Have a great day!

02/11/2020

February is Insure Your Love Month. Show your loved ones you care by insuring their financial future. Contact me to discuss what type of insurance coverage best suits your personal situation.

01/30/2020

One or the other? Perhaps both traditional and Roth IRAs can play a part in your retirement plans.

09/25/2019

The Conklins lost their beloved husband and dad, but through the sadness, they continued on. Here's how life insurance helped them keep going.

The Conklins did everything to put family first. Learn how purchasing life insurance helped them persevere after a heartbreaking loss.

09/24/2019

For the Knoll family, life insurance was the difference between struggling and being hopeful for the future. Here's their story:
Link:

When the unexpected happened, the Knoll family's life turned upside-down. Here's their story of how life insurance provided some peace of mind.

09/23/2019