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Five Myths About Group Disability Insurance

Think the chances of becoming disabled during your working years are minimal? Unfortunately, you may be in for a big surprise. Here are some myths and misunderstandings about group disability insurance.

Entrust your employer-sponsored retirement plan to an objective, committed advisor at Waddell & Reed

Offering a retirement plan can be a healthy step – for your business, your employees and you. Do it with the help of an advisor at Waddell & Reed who can serve as your co-fiduciary partner.

Open enrollment tips

Open enrollment period is when employees choose their workplace benefits for the next year. Waddell & Reed Insights has some tips as you renew your benefits this open enrollment season.

Life is for the 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.

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.

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.

Tax Cuts and Jobs Act: 529 Plans Expanded

The recent tax reform may affect your plans to save for college. Learn how a new definition of “qualified education expenses” changes what education costs a 529 plan can cover.

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?

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.