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Social Security beneficiaries get the biggest raise in six years

A 2% increase in benefits will be available for the more than 66 million Social Security and Supplemental Security Income recipients next year, the largest increase since 2012, though still small by historical standards.

IRA and Retirement Plan Limits for 2017

The maximum amount you can contribute to a traditional IRA or Roth IRA in 2017 is $5,500 (or 100% of your earned income, if less), unchanged from 2016.

IRA Rollover: 10 tips to making a sound decision

If you are considering rolling over money from an employer plan into an IRA—or if you have been in contact with a financial professional to do so—follow these tips to decide whether an IRA rollover is right for you.

What is a rollover IRA, and do I need one?

Oftentimes, when you move funds over from an employer plan to an IRA, your financial institution may suggest that you use a rollover IRA to receive the funds. Is a rollover IRA a good option for you?

National Save for Retirement Week

While saving for retirement should be a year round commitment, National Save for Retirement Week is a great time to review your existing retirement plan to make sure you are on track to retire comfortably.

Life is for 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.

Myth busting: Life insurance for younger generations

September is Life Insurance Awareness Month. Here are four reasons why purchasing a life insurance policy is smart and reasonable at any age.

Back to school spending expected to hit all time high

While the holidays dominate as the biggest consumer spending seasons of the year, the back-to-school spending season is gaining traction in its own right and is expected to hit an all-time high in 2017.

Five things to know about 529 plans

It doesn’t matter if your child is still learning to count or deriving equations with ease, there’s no better time to get started saving for his or her college education than right now.

The Health Wealth Connection

Healthy, wealthy and wise? They’re more linked than you thought. Developing and maintaining lifelong plans to manage both your health and your wealth is wise for your wallet and your well-being.

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