Waymaker Legacy & Wealth

Waymaker Legacy & Wealth Retirement is too important to wing it.

We're here in Oviedo helping families make educated financial decisions so the life they've built stays protected for decades to come.

08/04/2026

Many retirement mistakes don't happen when you retire, they're discovered years later.

Early retirement often feels smooth. But as time goes on, new challenges can arise, including:

✔️ Required Minimum Distributions (RMDs)
✔️ Medicare premium increases
✔️ Higher taxes
✔️ The financial impact of losing a spouse

These are issues many retirees don't think about until they're already facing them.

A retirement plan shouldn't just help you retire, it should help you navigate every stage that follows.

If you'd like to review whether your current plan is prepared for the years ahead, we're here to help.

📞 (407) 214-6608
📧 [email protected]


07/21/2026

Managing your own investments?

First, congratulations. Many DIY investors have done an incredible job building their retirement savings.

But here's the question we ask every self-directed investor:

If the market never exceeded your expectations again, would your retirement plan still work?

Retirement isn't just about earning strong returns. It's about creating a plan that accounts for:
✔️ Taxes
✔️ Social Security
✔️ Inflation
✔️ Healthcare expenses
✔️ Reliable retirement income

Investments are important but they're only one piece of the puzzle.

Retirement planning goes far beyond your portfolio.



07/14/2026

Network. Connect. Grow.

Our OWS Business Alliance Lunchtime Networking Event is almost here!

Join us at District Eat & Play Oviedo for great food, meaningful connections, and an inspiring presentation from this month’s guest speaker, Jessup White of Waymaker Legacy & Wealth - We can’t wait to see you there!

Come connect with fellow professionals, expand your network, and grow your business!

📅 Monday, July 20, 2026
⏰ 11:30AM – 1:00PM

📍 District Eat & Play Oviedo
1395 Oviedo Mall Boulevard, Oviedo, FL 32765
Oviedo, FL 32765

Register online: tinyurl.com/OWSBAJULY

07/14/2026

How confident are you in your retirement plan?

Here are three questions every retiree should be able to answer:
✔️ Where will my income come from?
✔️ What happens if the market drops?
✔️ What happens financially if my spouse passes away?

Knowing your account balance is important, but it's only one piece of the puzzle.

A retirement plan should provide answers, confidence, and peace of mind.

07/07/2026

Many people believe retirement success depends on how much money they've saved.

But what if the timing of your retirement matters just as much?

Two retirees can have identical portfolios, yet one may enjoy lasting financial security while the other struggles, simply because of how the market performed during their first few years of retirement.

That's why a retirement plan shouldn't be built for average conditions. It should be built to weather the unexpected.

If you'd like to see whether your retirement plan is prepared for different market conditions, we'd love to help.


06/23/2026

You can do almost everything right financially and still lose hundreds of thousands unnecessarily to taxes in retirement.

I recently met with someone who had saved diligently her entire life, but because most of her money was in qualified accounts, required minimum distributions and higher Medicare costs are now creating major tax challenges.

The problem wasn’t poor investing, it was a lack of long-term tax planning.

Retirement planning should include more than growing assets. It should focus on helping you keep more of what you worked so hard to build.

Proactive tax planning matters long before retirement begins.


06/09/2026

Inflation changes everything in retirement.

Many people retire believing they only need a certain income number today but what happens when the cost of living continues rising over the next 15–20 years?

Healthcare, groceries, insurance, and travel expenses rarely stay the same. If your retirement plan hasn’t accounted for rising income needs over time, it may not be fully prepared for the future.

Planning is one of the most important parts of building a long-term retirement strategy.


06/02/2026

A portfolio is not a retirement plan.

Investments are only one piece of the puzzle. A real retirement strategy should help answer questions like:

• Where will your income come from?
• How will taxes impact you?
• When should you take Social Security?
• How do you protect against market volatility?
• What happens to your money after you’re gone?

If your advisor only talks about returns and account balances, you may not have the complete
picture.


05/26/2026

Stagflation is one of the biggest risks many retirees have never planned for.

When prices keep rising but the economy slows, retirement can become much more difficult to navigate. Your expenses increase while your investments may not be growing fast enough to
support the withdrawals you need.

That’s why retirement planning shouldn’t rely on market performance alone. A real plan needs structure, income strategy, and protection for changing economic conditions.

Preparing for both inflation and market slowdowns matters more than ever.


04/28/2026

Think your retirement savings are all yours? Not exactly.

401(k)s, IRAs, pensions—most retirement accounts still have taxes attached when you withdraw.

That means Uncle Sam is still part of the plan.

Find out what your retirement could really look like by using our quick tax calculator. Just scan the QR code or visit waymakertaxtest.com.

Address

865 Oviedo Boulevard, Suite 1025
Oviedo, FL
32765

Opening Hours

Monday 9am - 5am
Tuesday 9am - 5pm
Wednesday 9am - 5pm
Thursday 9am - 5pm
Friday 9am - 5pm

Telephone

+14072146608

Website

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