Waddell & Reed
Investing. With a plan.
  
 

 

 
    
 
Mary L. Sorensen, CFP®
Financial Advisor
  
Heidi Bryan
Advisor Associate

 

At Waddell & Reed, our mission is to help clients take advantage of opportunities by providing them with three key tools:

1. A clear understanding of their financial goals

2. A well-defined roadmap to help clients work to achieve those goals

3. Ongoing advice to help adjust their roadmap when their needs change

Our services cover all areas of financial management, from investment and retirement planning to risk management and estate planning. We help our clients develop a comprehensive, cohesive financial strategy that fits their unique needs and enables them to meet both short- and long-term objectives.

On our Web site, you'll find valuable information for evaluating your current position and progress toward financial goals. We offer educational articles that outline financial concepts and highlight products designed to fill the gaps in your financial strategy. You'll also find calculators that will help you assess your current and future needs.

Please remember to visit our Web site often, as our content is constantly changing. For help with your financial management, or for more information on Waddell & Reed, please contact us today.
Calculators

Long-Term Care Self Insurance

Will you be able to afford nursing home care?

Capital Gains Taxes

Estimate short-term and long-term federal capital gains taxes

LTCI Cost of Waiting

Estimate the potential cost of waiting to purchase a long-term care insurance policy.

Cost of Retirement

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

More Calculators →

Newsletters

Do You Have Enough Disability Coverage

Disability can affect anyone without notice, and a well-paid professional in the midst of a productive career has much to lose if he or she suffers a medical problem and is unable to work. But there are ways that high earners can expand their coverage and help ensure that their income, assets, and lifestyle are not at risk from a potential disability.

Pick Up This Split for Long-Term Retirement Income

The number of Americans aged 90 or older almost tripled from 1980 through 2010 and is projected to quadruple by 2050. As people live longer they may need to fund a longer-than-expected retirement. This article discusses how a split-annuity strategy could help provide a long-term income stream.

Tips for Surviving the Estate Tax

The federal estate tax was reinstated retroactively to January 1, 2010, by the 2010 Tax Relief Act. However, the favorable provisions are scheduled to expire at the end of 2012, when estates exceeding $1 million could be subject to the federal levy.

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.

More Newsletters →