Waddell & Reed, Inc.
Investing. With A Plan.®

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.

We’re 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.

Disability Income Insurance

How much Disability Income Insurance do you need?

Savings Accumulation

Estimate the future value of your current savings.

Long-Term Care Self Insurance

Will you be able to afford nursing home care?

Net Worth

A balance sheet summarizes your assets and liabilities and reveals your net worth.

More Calculators →

Medicare Means Testing

Medicare program structure, premiums, and why it’s important to factor health-care costs into retirement planning.

New Math for Social Security

In 2017, Americans born in 1955 become eligible to claim Social Security benefits at the earliest claiming age of 62.

Chasing Performance vs. Diversification

While chasing performance can lead to disappointing returns, diversifying investments may help manage risk.

Feeling Confident: Steps to Saving More

Ideas that may help readers save more without making a big sacrifice in their cash flow.

More Newsletters →