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.

Required Minimum Distributions

Estimate the annual required distribution from your traditional IRA or former employer's retirement plan after you turn age 70½.

Loan Payoff

How much will it cost to pay off a loan over its lifetime?

Cash Flow Analysis

This Cash Flow Analysis form will help you weigh your income vs. your expenses.

Mortgage Refinancing

Determine whether you should consider refinancing your mortgage.

More Calculators →

How a Pension Could Affect Social Security Benefits

The potential impact on Social Security benefits by the Windfall Elimination Provision and the Government Pension Offset.

Guard Against Growing Cybersecurity Threats

A discussion of some specific cybersecurity threats and tips to help small businesses protect their interests from hackers.

ETFs or Mutual Funds: What's the Difference?

The differences between ETFs and mutual funds, with an emphasis on the potential cost and risk factors of ETFs.

Advance Medical and Legal Directives

Expressing your wishes in advance could help loved ones feel more confident making medical or legal decisions.

More Newsletters →