2012 Waddell & Reed Charity Golf Tournament

 

WADDELL & REED, INC.

Our Passion is Financial Planning. 

Our Support is Comprehensive.
 
OUR FOCUS IS YOU!
 
Our group of Financial Advisors bring passion to the financial planning process. With our focus on the unique goals, needs and objectives of our clients, we are committed to the tailoring of the planning process.
 
Ultimately, our goal is to combine all of our resources -- a personalized and comprehensive approach to your individual situation, the knowledge and insight of our in-house staff of experienced professionals, and a broad array of investment and insurance products – to help you work toward achieving your goals.
 
The synergy of our approach – providing clients high-quality financial products in a personalized financial plan – is the key to our continuing success.
Calculators

Lease Interest

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Disability Income Insurance

How much Disability Income Insurance do you need?

Cost of Retirement

Use this calculator to estimate how much income and savings you may need in retirement.

Long-Term Care Self Insurance

Will you be able to afford nursing home care?

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Newsletters

HOT TOPIC: Why Watch the Employment Situation

Labor reports showed some signs of improvement in the second half of 2011. This article takes a closer look at the official reports that track employment, factors that held back job creation after the recession officially ended, and whether recent gains are enough to spark more robust growth.

HOT TOPIC: Breaking Down the Debt-Ceiling Compromise

The Budget Control Act of 2011 raised the federal debt ceiling, mandated modest but significant caps on discretionary spending over the next ten years, and left the details of larger deficit reduction to a 12 member, bipartisan “super committee.” The main provisions of the law include the assumption that higher tax rates will return in 2013.

Retaining MVPs with Executive Bonus Life Insurance

An economic recovery is likely to bring more job opportunities to top performers, but it could prove costly for businesses to replace productive employees who decide to leave. An executive bonus plan funded with cash-value life insurance can be used to reward and retain an organization's most valuable employees.

Are Consumers Holding the Keys to a Better Economy?

Consumer spending still accounts for about 70% of gross domestic product, but some government statistics suggest that consumers may have reduced spending drastically in recent years, especially on discretionary items. High unemployment, household debt, and a general lack of confidence can affect consumers' ability and willingness to spend.

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