John Zalevits - Financial Advisor at Waddell & Reed

John Zalevits - Financial Advisor at Waddell & Reed Securities and Advisory services offered through LPL Financial a registered investment advisor. Member FINRA/SIPC, www.finra.org, www.sipc.org.

Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness. The financial professionals associated with LPL Financial may discuss and/or transact business only with residents of the states in which they are properly registered.

What do Americans spend more on? 1) taxes or 2) food, clothing, and shelter? Answer = 1.
06/01/2026

What do Americans spend more on? 1) taxes or 2) food, clothing, and shelter? Answer = 1.

Here's a breakdown of how the federal government spends your tax money.

Preparation can sometimes be all you need to make the impossible, possible.
05/29/2026

Preparation can sometimes be all you need to make the impossible, possible.

The simplest ideas can sometimes make a massive difference over time. Enjoy this brief video to learn more.

Ready to retire, but not ready to stop working? Check out this video for a fresh way to look at encore career options.
05/27/2026

Ready to retire, but not ready to stop working? Check out this video for a fresh way to look at encore career options.

Ready for retirement? Find out why many are considering encore careers and push your boundaries into something more, here.

What do you know about net unrealized appreciation (NUA) and how it can affect your tax responsibility? When selling com...
05/25/2026

What do you know about net unrealized appreciation (NUA) and how it can affect your tax responsibility? When selling company stocks in your retirement account, it could prove essential.

Net Unrealized Appreciation and how it affects tax responsibilities.

Do your kids have the right stuff for college?
05/22/2026

Do your kids have the right stuff for college?

Preparing for college means setting goals, staying focused, and tackling a few key milestones along the way.

The earlier you start pursuing financial goals, the better your outcome may be. Let this piece help you get started.
05/20/2026

The earlier you start pursuing financial goals, the better your outcome may be. Let this piece help you get started.

The earlier you start pursuing financial goals, the better your outcome may be.

Prescription coverage is handled under Medicare Part D. Unsure if you need this coverage? Read on to learn more:
05/18/2026

Prescription coverage is handled under Medicare Part D. Unsure if you need this coverage? Read on to learn more:

Do you need to enroll in Medicare Part D? Read this article to learn more about whether you need this coverage

Is there a role for both active and passive investments in your portfolio?
05/15/2026

Is there a role for both active and passive investments in your portfolio?

In investments, one great debate asks the question, “Active or Passive Investing: Which Is Better?”

How prepared are you for retirement?
05/13/2026

How prepared are you for retirement?

This checklist can give you a quick snapshot of how prepared you are.

It’s a long race women run toward retirement, and the steps you take now will impact tomorrow.
05/11/2026

It’s a long race women run toward retirement, and the steps you take now will impact tomorrow.

For women, retirement strategy is a long race. It’s helpful to know the route.

Address

316 W Boone Avenue, Suite 674
Spokane, WA
99201

Telephone

+15094350446

Website

Alerts

Be the first to know and let us send you an email when John Zalevits - Financial Advisor at Waddell & Reed posts news and promotions. Your email address will not be used for any other purpose, and you can unsubscribe at any time.

Shortcuts

Share

Category