Waseem Limbada, Financial Professional

Waseem Limbada, Financial Professional I assist clients and help them meet their long-term financial goals.

I work closely with my clients and can also work with you to: Define your personal financial goals and develop a financial strategy that can help you achieve these goals!

Wishing you and your loved ones a happy, healthy holiday season.
11/16/2021

Wishing you and your loved ones a happy, healthy holiday season.

11/16/2021

Single and worried about your retirement savings? You’re not alone. Discover 5 ways to help you get ahead on preparing for your golden years.

Does market volatility have you concerned? Bear markets occur every 3.5 years on average. So although its more common th...
05/05/2021

Does market volatility have you concerned? Bear markets occur every 3.5 years on average. So although its more common than we may think, it can still be alarming and can hurt your retirement plan. This video explains how a retirement savings and income plan might help.

Market volatility could have a potential long-term impact on your retirement. While you can't predict market downturns or how long they will last, you can pr...

We strive to keep our finger on the pulse of the markets, and the economy… so you don’t have to. To learn more, take a l...
04/29/2021

We strive to keep our finger on the pulse of the markets, and the economy… so you don’t have to. To learn more, take a look at this commentary from Daken Vanderburg, CFA, MassMutual Wealth Management, then connect with me today!

Checking on pandemic progress while assessing the rise of cryptocurrency.

Are you ready for some myth busters? Here are 4 retirement plan myths debunked.
04/29/2021

Are you ready for some myth busters? Here are 4 retirement plan myths debunked.

In fact, by not selling retirement plans, you are leaving money on the table.

Sell or rent out your old home? Here are some considerations in this piece.
04/21/2021

Sell or rent out your old home? Here are some considerations in this piece.

Your former home could become an income-producing asset in the right market, if you fully understand the responsibilities and expenses of landlording.

Tips for getting your financial life in order in hard times.
04/13/2021

Tips for getting your financial life in order in hard times.

Two books provide financial advice for the immediate issues and for retirement. But for deep problems you are likely to need additional help.

04/06/2021

You’ve taken the right steps…

You didn’t get where you are by accident – now you can give the gift of financial planning to your loved ones.

Ask me how today.

04/06/2021

You may be under-enjoying your retirement because of the “what if’s” life throws at you

2 timeless lessons for investors from the past year
04/05/2021

2 timeless lessons for investors from the past year

A year ago, the S&P 500 began its sharp descent from its then record high as the coronavirus started to get seriously priced into the stock market.

Amazing story and great article, check it out!
04/05/2021

Amazing story and great article, check it out!

How one financial professional helps ill children connect with star athletes.

This tax pitfall could affect millions due to Covid. Here's what you need to know.
04/05/2021

This tax pitfall could affect millions due to Covid. Here's what you need to know.

If you received unemployment benefits last year, expect a bit of complexity when you file your 2020 taxes this spring.

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7700 Windrose Avenue SuiteG 300
Plano, TX
75024

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