Nicole S. Canupp - Financial Advisor at Waddell & Reed

I provide individuals and families realistic solutions to the financial goals that they want to achieve.

As a Waddell & Reed financial advisor, my goal is to provide individuals and families realistic solutions to the financial goals that they want to achieve. We believe that there are 6 key areas to consider before we decide how and where to invest for you - Your current position, accumulating wealth, managing taxes, planning for retirement, managing your risk, and preserving your wealth. To meet your goals, we create a customized financial plan tailored specifically to meet your unique goals. As a company, we value long-lasting client relationships, and advise you through every stage of your financial journey. Since Waddell & Reed opened its doors in 1937, our approach has remained decidedly simple, genuine and straightforward: know our clients well, treat them with respect and measure our success by their success. --------------------------------------------------- Securities and Investment Advisory Services offered through Waddell & Reed, Inc., a Broker/Dealer, Member FINRA (www.finra.org) and SIPC (www.sipc.org) and a Federally Registered Investment Advisor. Insurance products are offered through insurance companies/agencies with which Waddell & Reed has sales arrangements. This site is published for residents of the United States only. Advisors of Waddell & Reed, Inc. may only transact business in states where they are registered. Therefore, a response to a request for information may be delayed. For additional information, please contact the advisor(s) listed on the site or the Waddell & Reed Compliance Department at 800-532-2762. Please visit www.waddell.com/personal_investors/Social_Media_Disclaimer.aspx for additional information on Waddell & Reed’s social media policies.

marketwatch.com

COVID-19 crisis sparks ‘early retirement’ wave

Some laid-off Americans are choosing to exit the workforce for good. Thinking about early retirement?

marketwatch.com Many laid-off workers say they’re outta here for good, research shows.

fastcompany.com

The COVID-19 pandemic is sparking an era of ‘smart generosity’

Amidst the current level of uncertainty, there are many companies out there who are changing their financial strategy to one of stakeholder capitalism.

fastcompany.com 4 ways companies with purpose are finding ways to stand up.

For those paying student loans, relief may be available. Federal student loan payments have been moved into automatic forbearance from now until September 30, 2020. Read more details here: https://www2.ed.gov/about/offices/list/ope/caresact.html

For those paying student loans, relief may be available. Federal student loan payments have been moved into automatic forbearance from now until September 30, 2020. Read more details here: https://www2.ed.gov/about/offices/list/ope/caresact.html

forbes.com

Congress Suspends Required Minimum Distributions For 401(k)s And IRAs For 2020, Opening Window To Tax Savings

Because of the CARES Act, you may not need or want to take your first RMD this year. Let’s talk further about how this impacts your financial situation.

forbes.com Congress is giving retirees a tax break, suspending RMDs from retirement accounts, but the RMD holiday doesn’t mean you should turn off the spigot.

money.usnews.com

How to Invest in a Bear Market According to Behavioral Economists

It’s hard to make rational decisions about investment strategy when markets are in turmoil. Emotions – like fear and worry – start to play a role in the psychological processes of investing. Learn more here!

money.usnews.com Anxiety is to be expected in a tumultuous market, but do not lose your head.

money.usnews.com

One Key Thing Retirees Should Know About the CARES Act

The Coronavirus Aid, Relief, and Economic Security (CARES) Act allows you to skip your 2020 required minimum distribution from a 401(k), IRA, 403(b), 457(b) or inherited IRA. Here’s what you need to know about delaying RMDs until 2021.

money.usnews.com Here's how the CARES Act changes the required withdrawal rules for 401(k)s and IRAs.

consumer.ftc.gov

Coronavirus Advice for Consumers

It’s sad, but scammers and con artists often use times of crisis as an opportunity to strike. Thankfully, the FTC has published some tips to help you keep the scammers at bay.

consumer.ftc.gov The official website of the Federal Trade Commission, protecting America’s consumers for over 100 years.

nytimes.com

Dressing Up for Work … at Home

As the weeks roll on, it can be tough to stay motivated, especially when those comfy pajamas are calling your name. But dressing well at home can help prime your brain for a productive workday.

nytimes.com As quarantine drags on and Zoom overtakes real life, the time comes for men to tug on the hard pants and look ready for business.

entrepreneur.com

Your Work-From-Home Self-Care Guide

While sheltering in place, staying physically active is crucial. Not sure where to start? Search online to find free fitness classes for all ability levels. At-home options range from yoga to weightlifting and everything in between.

entrepreneur.com How to keep your mental and physical health while working from home.

Extroverts and introverts may both find working from home challenging, but for different reasons. Remember, social distancing doesn't mean social isolation. Reach out when you need to.

Extroverts and introverts may both find working from home challenging, but for different reasons. Remember, social distancing doesn't mean social isolation. Reach out when you need to.

https://www.usnews.com/news/us/articles/2020-03-31/extroverts-and-introverts-too-face-quarantine-challenges

inc.com

Working From Home? Here Are 7 Things You Should Start Doing Today

Here’s another tip for those of us working from home right now: do something other than work! Activities that bring joy and comfort are essential to your well-being during periods of stress. More ideas here:

inc.com I started working from home more than 5 years ago. Here are the tips I wish I'd had back then.

Happy Easter! Hope everyone enjoyed their Easter weekend despite the circumstances we are all adjusting to. Find the blessings in every single day because there are so many things to still be thankful for!

essence.com

COVID-19: How To Support Elders Without Putting Them At Risk

Whether you think COVID-19 is serious or not... Please think about those that it could have a more severe impact on. Don't wait until it hits too close to home.

essence.com Now is the time for us to support our elders by not putting them even more at risk of contracting COVID-19.

[04/03/20]   The CARES Act has far-reaching implications for many. Here are the most important provisions to keep in mind:

💸Stimulus Check Details - Americans can expect a one-time direct payment of up to $1,200 for individuals (or $2,400 for married couples) w/ an additional $500 per child under age 17. These payments are based on the 2019 tax returns for those who have filed them and 2018 information if they have not. The amount is reduced if an individual makes more than $75,000 or a couple makes more than $150,000. Those who make more than $99,000 as an individual (or $198,000 as a couple) will not receive a payment.

💰Business Relief - The act also allocates $500 billion for loans, loan guarantees, or investments to businesses, states, & municipalities.

👥Inherited 401(k)s - People who have inherited 401(k)s or Individual Retirement Accounts can suspend distributions in 2020. Required distributions don’t apply to people with Roth IRAs; although, they do apply to investors who inherit Roth accounts.

📌Suspended RMD - The CARES Act suspends the minimum required distributions most people must take from 401(k)s and IRAs in 2020. In 2009, Congress passed a similar rule, which gave retirees some flexibility when considering distributions.

🚫Withdrawal Penalties - Account owners can take a distribution of up to $100,000 from their retirement plan or IRA in 2020, without the 10-percent early withdrawal penalty that normally applies to money taken out before age 59½. But remember, you still owe the tax.4
Many businesses & individuals within our community are struggling with the new realities that COVID-19 has created. The CARES Act, however, may provide some much-needed relief for our neighbors, friends, & loved ones.

essence.com

COVID-19: How To Support Elders Without Putting Them At Risk

essence.com Now is the time for us to support our elders by not putting them even more at risk of contracting COVID-19.

cnbc.com

Here's what can happen if you flee the stock market for cash

Just weather the storm!⛈

cnbc.com If you're considering dumping stocks for cash until you think it's safe to get back into the market, here's why you might want to think twice.

[01/01/18]   Happy New Year! Making any financial resolutions for 2018? I’m happy to help you keep them! (And I’m more personable than a treadmill…)

[12/25/17]   Merry Christmas and happy holidays from all of us at Waddell & Reed!

voices.cf.socialware.com

A necessary holiday conversation

The holidays are about family – and family conversations. Be sure to speak with your elderly relatives about preventing financial fraud.

voices.cf.socialware.com The holidays are a time to celebrate family and loved ones. As you catch up with older relatives this holiday season, consider addressing a problem that costs seniors an estimated $2.9 billion a year: elder financial fraud.

voices.cf.socialware.com

Examining the Taxpaying Population: Where Do You Fit In?

Ever wonder how the tax paying portion of the U.S. population breaks down? Take a look at the demographics of taxpayers in this article.

voices.cf.socialware.com Here's a snapshot of how the U.S. population breaks down as taxpayers.

voices.cf.socialware.com

MAPPED: How far $1 million in cash will get you in every state

How much is your dollar worth in each state? This study can help you plan on where to retire based on how far your dollar can go.

voices.cf.socialware.com For residents of high-price states, like California and New York, $1 million won't last that long.

voices.cf.socialware.com

Get to where you want to be with a new financial planning experience

The new financial planning experience allows us to dynamically work together to create a personal web page, view all your account information in one place, create a budget and so much more. You can track wealth and goal progress online, in real time.

voices.cf.socialware.com Financial expertise and ability helps you get "from here to there."

scl.bz

I Won the Lottery and I Need Help. No, Really!

Have dreams of winning the lottery? Good luck, but be warned – prize winners often face enormous amounts of financial stress from feeling isolated, spending extravagantly and making bad investments.

scl.bz Extravagant spending, bad investments and other perils face those who suddenly come into a large sum of money.

huffingtonpost.com

6 Common Myths About Financial Planning -- Busted

Only rich people need a financial advisor.
Fact or myth?

huffingtonpost.com In this era of DIY, we've grown accustomed to doing professional-level work on our own, whether it's concocting "Top Chef"-worthy weeknight meals, renova...

scl.bz

Let's look forward

Ever wonder how your choices today might affect your financial future? The Waddell & Reed Wealth Management Site offers tools and strategies to help you reach your goals and plan for the future.

scl.bz What does your financial future look like?

scl.bz

Ten Year-End Tax Tips for 2017

Believe it or not, it’s time to start preparing for tax season. Here are 10 things to consider doing before the end of the year in order to make April 17, 2018, a little easier to bear. Contact me today to meet before Dec. 31.

scl.bz Here are 10 things to consider as you weigh potential tax moves between now and the end of the year.

[11/10/17]   We’re taking time this weekend to remember all those who have served our country. Happy Veterans Day from all of us at Waddell & Reed.

scl.bz

Why It’s Too Soon to Predict What the Tax Changes Will Mean for You

A major tax reform bill is making its way through Congress – and being hotly debated. Here are six areas of uncertainty to keep your eye on as the legislation progresses on Capitol Hill.

scl.bz Your workplace retirement savings account lives, for now. So does a pretty big mortgage interest deduction. But plenty will change in the coming weeks.

scl.bz

This Simple Task Can Help Curb Your Constant Worrying

Worry too much? You’re not alone. But a new study has come up with a simple solution to help you relieve your anxiety: eight minutes of focused writing. Learn more here.

scl.bz There’s a lot to worry about, but taking a few minutes to do this task every day can help redirect your brain.

scl.bz

Should I pay off my student loans early or contribute to my workplace 401(k)?

Scared that the student loans of your past are affecting the retirement of your future? Contact me to discuss balancing debt repayment with retirement savings.

scl.bz For young adults with college debt, deciding whether to pay off student loans early or contribute to a 401(k) can be tough. It's a financial tug-of-war between digging out from debt today and saving for the future.

scl.bz

For women, a pay gap could lead to a retirement gap

Which is scarier: A guy in clown makeup, or the effects of the gender pay gap on your retirement?

scl.bz While the gender pay gap is narrowing, women in the workforce still, on average, earn less than men. The difference in wages, coupled with other factors, can lead to a shortfall in retirement savings for women.

scl.bz

National Save for Retirement

Just 12% of GenXers are “very confident” they can retire comfortably. (Transamerica Institute). Learn how much you may need. Then message me to start the conversation.

scl.bz While saving for retirement should be a year round commitment, National Save for Retirement Week is a great time to review your existing retirement plan to make sure you are on track to retire comfortably.

scl.bz

Managing debt while saving for retirement

Worried about managing debt payments while saving for retirement? You’re hardly alone. Call me today to discuss your financial plan and how I can help put you on path to meet your goals.

scl.bz The key in managing both debt repayment and retirement savings is to understand a few basic financial concepts that can help you tackle both.

[10/04/17]   September was Life Insurance Awareness Month. Did you find out all the roles life insurance can play in your financial plan? Waddell & Reed Insights offers some life insurance tips and strategies.

[10/04/17]   September was Life Insurance Awareness Month. Did you find out all the roles life insurance could play in your financial plan? Waddell & Reed Insights offers some life insurance tips and strategies.

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13750 San Pedro Ave. #145
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78232

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