Your financial journey begins with a plan.

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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.

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).

Investing for retirement...1% at a time

1% a month is a relatively little amount that could have a remarkable impact on how much you are able to save for retirement.

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.

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.

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.

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.