Mark Chavez MBA - Financial Advisor at Waddell & Reed

10/31/2023

Happy Halloween from our Waddell & Reed team! 🎃

10/10/2023

We would like to introduce our new interns for the Fall 2023 semester from Texas A&M University-Corpus Christi. If you see them around the office while you are visiting make sure to say hello! 😁🤙

09/13/2023

Our office was given an award for "Outstanding Client Service". Congratulations to our entire team for all their hard work, it doesn't go unnoticed. Another award for the shelf!!!🎉

09/11/2023

09/04/2023

A well deserved day of rest!👏

08/30/2023

Food for thought, Happy Wednesday.👏

08/16/2023

A brand new episode of Mark’s Money Matters is now available to watch on our YouTube channel!
This episode dives deeper into retirement by talking about Roth IRA accounts, click the link below to watch it ⬇

https://www.youtube.com/channel/UCsC5kBueWhFWxVDbB6d4KHA

08/16/2023

Did you know that 1 in 5 Americans have inactive 401(k)s worth thousands of dollars? Don't let your hard-earned money go to waste! Here's how to reclaim yours.

How to find a lost 401(k):
1. Contact your old employer's HR department
2. Check old 401(k) statements for account details
3. Use look-up databases like the National Registry of Unclaimed Retirement Benefits or the National Association of Unclaimed Property Administrators
4. Check the Department of Labor's abandoned plan database

Once you've located your plan, you can:
🔁 Request a direct rollover to your new employer's plan
💼 Transfer the funds into an existing IRA
🤔Cash it out (but beware of taxes and penalties)


Source:

Rolling over an old 401(k) into a new plan can be a pain, but it's typically worth the hassle.

07/18/2023

A brand new episode of Mark’s Money Matters is now available to watch on our YouTube channel! This episode is about people in retirement, click the link below to access it ⬇️

https://m.youtube.com//videos

07/04/2023

Happy Birthday, America!

06/22/2023

New Mark's Money Matters Episode‼

This new episode is an introduction to Investing 101 and I provide some great information that is always helpful to know when making decisions. Investing is an effective way to put your money to work and potentially build wealth in the long-term!

Like and share this video and as always comment any topic you would like us to dicuss on the next episode. 😄