LIFE EVENTS.

Financially navigate your life’s experiences with help from Waddell & Reed. Our library of life event articles can guide and inform your path through the seasons of your life.

Life Events
Waddell & Reed

Life Events

During your lifetime, you’ll face many life events that require thoughtful financial decisions. Some are anticipated and planned for, such as marriage or retirement, while others can take you by surprise: a job loss, a divorce or the death of a loved one. The good news is you don’t have to go it alone. Here you’ll find information, insights and resources you need to help manage the events your life presents.

Marriage

Successfully marrying your finances when you say "I do" involves creating a financial strategy that fits your needs, goals and dreams for the future together.

Divorce

Don't let the stress of divorce derail your financial future. Learn what you can do now to protect your assets, minimize legal costs and ensure a fair outcome.

New Child

Welcoming a new family member is a joyous occasion - and also one that has significant financial implications. Put time on your side by creating a financial plan now to meet child-related expenses in the future.

Changing Jobs

Don't leave your retirement plan assets with your former employer. Learn how to take control of your retirement plan.

Starting College

You've planned and prepared for your child's college education, and now it's about to begin. Find out about additional financial resources that can help you cover tuition and other college expenses while your child pursues higher education.

Loss of a Loved One

Losing a loved one can be emotionally devastating, and addressing the financial details associated with your loss can be complicated. Learn about the resources that can help you settle your loved one's estate.

Prolonged Care

Discussing financial matters with a parent can be awkward and uncomfortable. But understanding your parents' financial situation can help you build a plan for their care and financial needs in the future.

Retirement

Creating a plan for managing your money during retirement is just as important as the time you put into accumulating your nest egg. Take advantage of these resources to map out your financial plan for your years in retirement.

This information is for educational purposes only and is not intended as tax or investment advice.

This information is prepared by an independent third party, Broadridge Investor Communication Solutions, Inc. and is provided for informational and educational purposes only. Waddell & Reed believes the information has been obtained from sources considered to be reliable, but does not guarantee the accuracy of the information provided. This information is not meant to be a complete summary or statement of all available data necessary for making financial or investment decisions and does not constitute a recommendation.


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