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Five things to know about 529 plans

It doesn’t matter if your child is still learning to count or deriving equations with ease, there’s no better time to get started saving for his or her college education than right now.

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.

Ten year-end tax tips for 2017

Tax season starts now. Here are 10 things to consider doing before December 31, 2017 to prepare for April 17, 2018.

The maximum 401(k) contribution is going up

The Internal Revenue Service (IRS) announced it is increasing the amount you can contribute to your workplace retirement plan. The contribution limit for retirement savings accounts, including 401(k), 403(b) and the majority of 457 plans, has increased to $18,500 from $18,000.

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?

Wealth due to inheritance

If you're the beneficiary of a large inheritance, you may find yourself suddenly wealthy. Even if you expected the inheritance, you may be surprised by the size of the bequest or the diverse assets you've inherited. You'll need to evaluate your new financial position, learn to manage your sizable assets, and consider the tax consequences of your inheritance, among other issues.

The Health Wealth Connection

Healthy, wealthy and wise? They’re more linked than you thought. Developing and maintaining lifelong plans to manage both your health and your wealth is wise for your wallet and your well-being.

Life is for Living So is Life Insurance

Are you aware of all the roles life insurance can play in your financial plan? Waddell & Reed Insights offers some life insurance tips and strategies.

Navigating private student loans

In the wake of rising student loan debt, parents and students are more aware than ever of the cost of higher education and the importance of saving for college. Private student loans could be a good option.

Social Security beneficiaries get the biggest raise in six years

A 2% increase in benefits will be available for the more than 66 million Social Security and Supplemental Security Income recipients next year, the largest increase since 2012, though still small by historical standards.

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