Waddell & Reed

Waddell & Reed, Inc.

Welcome to our Web site, where you’ll find a wealth of information in the form of newsletter articles, calculators, and more.

We hope your visit will help you understand the opportunities and potential rewards that are available when you take a proactive approach to your personal financial situation. We have created this Web site to help you gain a better understanding of the financial concepts behind insurance, investing, retirement, estate planning, and wealth preservation. Most important, we hope you see the value of working with skilled professionals to pursue your financial goals.

Joe and I are here to help educate you about the basic concepts of financial management; to help you learn more about who we are; and to give you fast, easy access to market performance data. We hope you take advantage of this resource and visit us often. Be sure to add our site to your list of "favorites" in your Internet browser. We frequently update our information, and we wouldn’t want you to miss any developments in the area of personal finance.

Remember, we will always try to return your calls or emails within 24 hours, especially if you can leave the specific issue or question in your message.

Personal Inflation Rate

Is your personal inflation rate higher or lower than the CPI?

Long-Term Care Self Insurance

Will you be able to afford nursing home care?

IRA Eligibility

Use this calculator to determine whether you qualify for the different types of IRAs.

Financial IQ Test

Take this quick quiz to find out your Financial IQ

More Calculators →

Playing Catch-Up with Contributions

Something as simple as increasing your contributions to tax-advantaged retirement programs can go a long way toward helping you pursue your long-term financial goals.

Fixed Annuities May Offer Stability

A source of guaranteed income may help remove some of the uncertainty associated with retiring when the financial markets are fluctuating.

Tips for Healthy Life Insurance

If you are about to retire or have recently entered retirement, it's a good time to consider whether your current life insurance policy meets your needs.

Mark Your Calendar

Once we approach the end of our working years, birthdays take on a renewed importance.

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