Stephen A. Barnes, CMFC - Financial Advisor at Waddell & Reed

Stephen A. Barnes, CMFC - Financial Advisor at Waddell & Reed Securities offered through LPL Financial, Member FINRA/SIPC (finra.org sipc.org). WDR Investments and LPL Financial are separate entities.

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 or licensed. No offers may be made or accepted from any resident of any other state.​

Ready to retire, but not ready to stop working? Check out this video for a fresh way to look at encore career options.
06/20/2023

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.

Whether you realize it or not, you’ve allocated your assets.
06/15/2023

Whether you realize it or not, you’ve allocated your assets.

Investors who put off important investment decisions may face potential consequence to their future financial security.

What's better—a 30-year or 15-year fixed-rate home mortgage? The answer may surprise you.
06/13/2023

What's better—a 30-year or 15-year fixed-rate home mortgage? The answer may surprise you.

Estimate the total cost in today's dollars of various mortgage alternatives.

How much can I put in? Contributing to a retirement plan makes sound financial sense; know the rules.
06/08/2023

How much can I put in? Contributing to a retirement plan makes sound financial sense; know the rules.

Determine if you are eligible to contribute to a traditional or Roth IRA.

“The only things certain in life are death and taxes.” Benjamin Franklin
06/06/2023

“The only things certain in life are death and taxes.” Benjamin Franklin

Though we don’t like to think about it, all of us will make an exit sometime. Are you prepared?

How much of your estate will Uncle Sam inherit? Estimate your potential estate tax liability.
06/01/2023

How much of your estate will Uncle Sam inherit? Estimate your potential estate tax liability.

This calculator helps estimate your federal estate tax liability.

"Old age is like everything else. To make a success of it, you've got to start young,” observed Teddy Roosevelt.
05/30/2023

"Old age is like everything else. To make a success of it, you've got to start young,” observed Teddy Roosevelt.

You can plan ahead to protect yourself and your family against the financial consequences of deteriorating health.

Looking for the latest tax bracket changes? Use this handy reference guide to save time.
05/25/2023

Looking for the latest tax bracket changes? Use this handy reference guide to save time.

Check out this handy reference of updated ranges from the IRS in case your designated bracket has changed.

Medicare and Medicaid are two terms that seem interchangeable, but aren’t. Learn more here:
05/23/2023

Medicare and Medicaid are two terms that seem interchangeable, but aren’t. Learn more here:

The terms Medicare and Medicaid sound similar but are two very different things. Learn the differences in this informative article.

Tax deferral can have a dramatic affect on the growth of an investment. Know what's at stake.
05/18/2023

Tax deferral can have a dramatic affect on the growth of an investment. Know what's at stake.

This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.

How long will your retirement money last with regular withdrawals? Have you run the numbers?
05/16/2023

How long will your retirement money last with regular withdrawals? Have you run the numbers?

This calculator may help you estimate how long funds may last given regular withdrawals.

When it comes to investing, you may be your own worst enemy.
05/11/2023

When it comes to investing, you may be your own worst enemy.

Emotional biases can adversely impact financial decision making. Here’s a few to be mindful of.

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W240 N1221 Pewaukee Road, Suites A, B, D & E
Waukesha, WI
53188

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+12625441446

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