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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.

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?

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.

Frugal Retirees

Now that you’ve arrived at retirement age you find it hard to spend your savings, not knowing what the future will bring. Does that sound like your situation?

What investment choices should I make to live comfortably in retirement?

In order to live comfortably in retirement, you’ll need income to replace the paycheck you brought home during your working years.

Is It Wise to Trade Your Pension for a Lump Sum?

Most private employers have already replaced traditional pensions, which promise lifetime income payments in retirement, with defined contribution plans such as 401(k)s.

Converting Retirement Savings to Retirement Income

You've been saving diligently for years, and now it's time to think about how to convert the money in your 401(k)s (or similar employer-sponsored plans) into retirement income

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