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.

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.

Understanding long-term care

Is your financial plan ready should you need care on an ongoing basis? Long-term care insurance can help defray the costs of the medical and non-medical services you may need in retirement.

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.

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.

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.

Four points to consider when setting a retirement income goal

Have you thought about how much monthly income you’ll need to retire comfortably? If not, you’ll want to consider these four questions as you set your retirement income goals.