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.

Lease Payment

How much would your monthly lease payment be?

LTCI Cost of Waiting

Estimate the potential cost of waiting to purchase a long-term care insurance policy.

Disability Income Insurance

How much Disability Income Insurance do you need?

Credit Card Debt

How Long Will It Take to Pay my Balance?

More Calculators →

Required Minimum Distribution Rules

When calculating RMDs for multiple accounts, it's important to understand which amounts can be combined and which accounts must distribute separate RMDs.

Disaster Insurance Can Help Your Company Stay Afloat

It's important to identify the potential risks that threaten your business, create a disaster plan, and obtain adequate insurance.

Good News, Bad News for Boomer Retirement

Younger baby boomers may be facing a more challenging retirement landscape than older members of the generation, according a recent survey.

Time to Hire? Consider the Pros and Costs

Some indicators that it might be time to hire additional employees, and how to weigh the potential benefits in light of the costs.

More Newsletters →