Your financial journey begins with a plan.
Waddell & Reed’s suite of advisory products can help you find your path forward. Learn more about their potential benefits.
September is Life Insurance Awareness Month. Here are four reasons why purchasing a life insurance policy is smart and reasonable at any age.
Moving to a smaller home in retirement – or downsizing – could be a savvy financial move if you haven't reached your retirement savings goals. Learn more from Waddell & Reed Insights.
If you're the beneficiary of a large inheritance, you may find yourself suddenly wealthy. Even if you expected the inheritance, you may be surprised by the size of the bequest or the diverse assets you've inherited. You'll need to evaluate your new financial position, learn to manage your sizable assets, and consider the tax consequences of your inheritance, among other issues.
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 recent tax reform may affect your plans to save for college. Learn how a new definition of “qualified education expenses” changes what education costs a 529 plan can cover.
The holidays are a popular time for charitable donations. With so many charities to choose from, it's more important than ever to ensure that your donation is well spent.
The Internal Revenue Service (IRS) announced it is increasing the amount you can contribute to your workplace retirement plan. The contribution limit for retirement savings accounts, including 401(k), 403(b) and the majority of 457 plans, has increased to $18,500 from $18,000.
Often, financial planning – especially estate planning – is focused on children and heirs. But if you have no children, your financial planning needs are different from families with children. What have you and your partner potentially overlooked?
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.
In the wake of rising student loan debt, parents and students are more aware than ever of the cost of higher education and the importance of saving for college. Private student loans could be a good option.