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2019 tax planning checklist
The Tax Cuts and Jobs Act of 2017 may offer new opportunities this tax season, as well as new challenges.
The five basics of financial literacy
Don’t know your financial ABCs? Get financially literate with a little help from Waddell & Reed Insights.
Don't be your own worst enemy
Are your emotions and biases keeping you from making sound investment choices? Waddell & Reed Insights explains why.
How credit can determine your financial health
You may use credit cards daily as a primary means to pay for goods and services. But do you know how it affects your overall financial health? It’s important to understand how credit works and when it may make sense to utilize it.
A penny saved is two pennies earned
Heating and cooling bills wreaking havoc with your monthly budget? An energy audit may help you get your financial life in order. Learn more.
Tips for creating a budget and sticking to it
Creating a budget is the first step to successfully managing your finances. Here are four tips to help you create – and stick to – a budget.
Financial planning for childless couples
Much of financial planning is focused on children and heirs. But if you have no children, your financial planning needs are quite different. What have you and your partner potentially overlooked? Take the quiz.
10 tips to master personal finance
Personal finance is an important, and sometimes tricky, subject. There’s more to know than the average credit-card-swiping, online-bank-account-monitoring, stock-market-checking individual can keep track of. We’ve put together some of the top tips and best practices to help navigate your personal finances.
Four tips for downsizing in retirement
Moving to a smaller home in retirement – or downsizing – could be a savvy financial move if you haven't reached your retirement savings goals. Learn more from Waddell & Reed Insights.
The giving season: Six tips for making smart and effective charitable donations this holiday season
The holidays are a popular time for charitable donations. With so many charities to choose from, it's more important than ever to ensure that your donation is well spent.
No kids, no plan? Bad idea.
Often, financial planning – especially estate planning – is focused on children and heirs. But if you have no children, your financial planning needs are different from families with children. What have you and your partner potentially overlooked?