Waddell & Reed, Neeraj

Waddell & Reed, Inc.
Investing. With a Plan.®

Welcome to our web site!

Here you’ll find a wealth of information in the form of newsletters, articles, calculators, and more.

Your visit to this site will help you understand the opportunities and potential rewards that are available when you take a proactive approach to your personal financial situation. This web site was created to help you gain a better understanding of the financial concepts behind tax strategies, insurance, investing, retirement, estate planning, and wealth preservation. Most important, you will see the value of working with skilled professionals to pursue your financial goals.  You may also request a no obligation quote for life, health, disability, long term care, 401(K)  and group health insurance. 

Financial Wellness in the Workplace is a program offered to companies who see their employees as vital assets in their businesses and who recognize that employees who are financially 'fit' tend to be more productive while on the job.  The Federal Reserve Bank of Kansas City has done thorough research - "Weighing the Effects of Financial Education at Workplace".  If you would like individual information about how Financial Wellness could help you and your company, click here.

For a Free Financial Newsletter or for a Complimentary Financial Review, contact Waddell & Reed, and we will be in touch.

We’re here to help educate you about the basic concepts of financial management; to help you learn more about who we are; and to give you fast, easy access to market performance data. We hope you take advantage of this resource and visit us often. Be sure to add our site to your list of "favorites" in your Internet browser. We frequently update our information, and we wouldn’t want you to miss any developments in the area of personal finance.

 

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Calculators

Savings Goals

How much do you need to save each year to meet your long-term financial goals?

LTCI Cost of Waiting

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

Mortgage Refinancing

Determine whether you should consider refinancing your mortgage.

Savings Accumulation

Estimate the future value of your current savings.

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Newsletters

Protecting What May Be Your Most Valuable Asset

Statistics indicate 43% of 40-year-olds will suffer at least one long-term disability (lasting 90 days or longer) before age 65. Disability income insurance could help protect your most valuable asset: your ability to earn an income.

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.

HOT TOPIC: European News Causes Market Mood Swings

In recent weeks, the yields on Italian bonds spiked to more than 7%, suggesting the sovereign debt crisis was spreading to a much larger economy and eluding the European Union’s efforts to contain it. The U.S. stock and bond markets have responded to the headlines coming out of Europe. This article explores the role of political risk in U.S. financial market volatility.

Dispelling Umbrella Insurance Myths

Many people may think their chances of being hit with a multimillion-dollar lawsuit are fairly slim. Besides, wouldn't the liability coverage on their homeowners and auto insurance policies be enough to protect them against a claim or a lawsuit? Unfortunately, there are misconceptions about umbrella liability insurance that could cause someone to be underinsured.

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