Waddell And Reed

Waddell & Reed, Inc.
Investing. With a Plan.®

Welcome to our Web site, where you’ll find a wealth of information in the form of newsletter articles, calculators, research and more.

We hope your visit will help you understand the opportunities and potential rewards that are available when you take a proactive approach to your personal financial situation. We have created this Web site to help you gain a better understanding of the financial concepts behind insurance, investing, retirement, estate planning, and wealth preservation. Most important, we hope you see the value of working with skilled professionals to pursue your financial goals.

We’re here to help educate you about the basic concepts of financial management; to help you learn more about who we are; and to give you fast, easy access to market performance data. We hope you take advantage of this resource and visit us often. Be sure to add our site to your list of "favorites" in your Internet browser. We frequently update our information, and we wouldn’t want you to miss any developments in the area of personal finance.
Calculators

Loan Payoff

How much will it cost to pay off a loan over its lifetime?

Savings Goals

How much do you need to save each year to meet your long-term financial goals?

Mortgage Refinancing

Determine whether you should consider refinancing your mortgage.

Cost of Retirement

Use this calculator to estimate how much income and savings you may need in retirement.

More Calculators →

Newsletters

HOT TOPIC: What's Ahead for 2010?

Economists expect the economy to grow by a respectable 3% in 2010, but they don't hold out much hope for the employment situation. What else can investors and consumers expect from the coming year?

HOT TOPIC: Don't Risk an IRA Rollover Mistake

A rising unemployment rate means more people face an important decision about what to do with the money in their former employer’s retirement plan. Fortunately, an IRA rollover can help, but only if it's done correctly.

Hot Topic: 2010: The Year of the Roth Conversion?

Starting in 2010, anyone, regardless of income, can convert retirement plan assets to a Roth IRA.

Never Too Old—or Too Rich—to Consider Life Insurance

There are many possible reasons to consider owning life insurance, even if you have convinced yourself that it's no longer necessary in your situation.

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