John Zalevits - Financial Advisor at Waddell & Reed

John Zalevits - Financial Advisor at Waddell & Reed

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White Elephant Inheritance 07/01/2026

Have you ever had to deal with a "white elephant" inheritance? Learn how to avoid holding on to a burden in our latest article.

White Elephant Inheritance This article deals with how one might deal with a burdensome inheritance.

Your Social Security Roadmap 06/26/2026

When Should You Claim Social Security? Let's Map Your Strategy

Your Social Security Roadmap Help clients navigate their Social Security claiming decisions with our interactive roadmap.

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316 W Boone Avenue, Suite 674
Spokane, WA
99201