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?

Lifetime Earnings

This calculator is designed to help you attach a dollar figure to your life’s work.

Cost of Retirement

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

Estate Taxes

Use this calculator to estimate the federal estate taxes that could be due on your estate after you die.

More Calculators →

Newsletters

Never Retire? Don't Count on It

In a recent survey, just 40% of wealthy individuals indicated they are totally confident they will have enough money for retirement. The other 60% said they will shun traditional retirement and work as long as possible. However, it could be dangerous to believe that a retirement income shortfall can be overcome by working past the traditional retirement age.

Protect Your Business with a Disaster Readiness Plan

Most people think of hurricanes, tornados, and earthquakes as events that could seriously affect the operations of a business and result in shortages of goods and materials. But even a fire or a flood in the warehouse can cause operations to come to a grinding halt. By one estimate, one-quarter of businesses never reopen after a major calamity.

HOT TOPIC: Current Economic Conditions and the Prospect for Inflation

Inflation jumped up to 3.2% in April. That’s still below the 50-year average but it may be little consolation for anyone who has been to a gas station or a grocery store recently.

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.

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