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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.

Social Security beneficiaries get the biggest raise since 2011

A 2.8% increase in benefits will be available for the more than 67 million Social Security and Supplemental Security Income recipients next year, the largest increase since 2011, though still small by historical standards.

Assessing your life insurance needs

How much life insurance do you need to protect your family? Waddell & Reed Insights has some tips for determining the proper amount of coverage for your situation.

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.

Tax reform increases unified tax credit for gifting and estates

In December 2017, the Tax Cuts & Jobs Act was passed into law and resulted in broad tax reform across multiple disciplines. One change was an increase in the unified credit (UC).

Review life insurance beneficiaries to avoid surprises

September is Life Insurance Awareness Month – a good reminder to review your beneficiaries.

Planning for the Expected

The challenges seniors have met throughout their lives have made them wiser and stronger, preparing them for the unique challenges that can come with aging.

Consumer spending spikes during back to school season

Back-to-school and college spending set to have another big year.

9 Facts About Social Security

Social Security has been around since 1935… but what do you really know about it? Here are nine things about Social Security that might surprise you.

Standard deductions after tax day

Are you getting ready for April 15, 2019? That’s when the first taxes owed under the Tax Cuts and Jobs Act of 2017 are due. Here’s what you need to know about the standard and itemized deductions you’ll be able to take come April 2019.

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