All Articles
Retirement
- What Is an Annuity?
- 9 Facts About Retirement
- The Cost of Procrastination
- Healthcare Costs in Retirement
- When Should You Take Social Security
- Traditional vs. Roth IRA
- Split Annuity Strategy
- Where Will Your Retirement Money Come From?
- Important Birthdays Over 50
- How Will Working Affect Social Security Benefits?
- Immediate vs. Deferred Annuities
- Women and Financial Strategies
- Caring for Aging Parents
- What Is a Roth 401(k)?
- Catch-Up Contributions
- Systematic Withdrawals in Retirement
- Retirement Income and the Traditional Portfolio
- Your Changing Definition of Risk in Retirement
- A Bucket Plan to Go with Your Bucket List
- Choosing a Retirement Plan that Fits Your Business
- Is a SEP-IRA Right for Your Business?
- Orchestrating Your Retirement Accounts
- Inflation - Back to the Future
- Money that Buys Good Health is Never Ill Spent
- Certain Uncertainties in Retirement
- Volunteering in Retirement
- Social Security Benefits: How Much Will I Receive
- Social Security: Maximizing Benefits
- Social Security: The $64,000 Question
- Social Security: Five Facts You Need to Know
- Social Security: The Elephant in the Room
- IRA Withdrawals that Escape the 10% Tax Penalty
- Is a Variable Annuity Right for Me?
- Three Key Questions to Answer Before Taking Social Security
- Eight Mistakes That Can Upend Your Retirement
- Does Your Portfolio Fit Your Retirement Lifestyle?
- What's New for Social Security?
- Retirement Traps to Avoid
- Investing for Retirement... 1% at a Time
- The Pre-Retirement Checklist
- 5 Benefits of Working in Retirement
- 3 plans every Gen Xer needs to consider before they turn 50
- Options for an inherited IRA or employer retirement savings plan account
- What happens if I withdraw money from my tax-deferred investments before age 59½?
- Five Retirement Lessons from Today's Retirees
- Gain control of workload with time blocking
- Three Regrets of Retirees
- FIRE: Four Things You Need to Know About This Hot Retirement
- Qualified Charitable Distributions:
- The SECURE Act
- The SECURE Act offers new opportunities for individuals and
- New Spending Package Includes Sweeping Retirement Plan Chang
- The SECURE Act and Your Retirement Savings
Estate
- Critical Estate Documents
- Estate Management Checklist
- And the Executor Is
- Put It in a Letter
- Will Power
- A Brief History of Estate Taxes
- Trends in Charitable Giving
- Problems with Probate
- Succeeding at Business Succession
- What is the Value of Your Business?
- Choosing a Business Structure
- Understanding the Alternate Valuation Date
- 4 Steps to Protecting a Child with Disabilities
- A Primer on Irrevocable Life Insurance Trusts
- A Living Trust Primer
- Tips for Finding Care for Your Disabled Child
- Revising Estate Strategy Assumptions
- Yours, Mine and Ours: Estate Strategies for Second Marriages
- Four Reasons Millennials Need an Estate Strategy
- Four Steps to Valuing an Estate
- When Heirs are Imperfect
- Test Your Estate Strategy Knowledge
- Why Everyone Needs an Estate Strategy
- Estate Planning for Future Generations
- Do well by doing good
Investment
- The Business Cycle
- A Look at Diversification
- Inflation & Your Money
- Mutual Funds vs. ETFs
- Value vs. Growth Investing
- Rebalancing Your Portfolio
- Estimating the Cost of College
- TIPS for Inflation
- Types of Stock Market Analysis
- Best-Performing Asset Classes
- How the Federal Reserve Works
- A Primer on Dividends
- Asset Allocation
- How Stocks Work
- Required Reading: The Economic Report of the President
- Getting a Head Start on College Savings
- A Decision Not Made Is Still a Decision
- Global vs. International: What’s The Difference?
- The Great Debate Continues: Active vs. Passive
- All Muni Bonds Are Not Created Equal
- A Taxing Story: Capital Gains and Losses
- The ABCs of Zero Coupon Bonds
- The Ivory Tower Changes Wall Street
- Earnings for All Seasons
- Investing with Your Heart
- The Anatomy of an Index
- The Utility of Sector Investing
- The Investment Risk No One’s Ever Heard Of
- Don’t Be Your Own Worst Enemy
- Investment Challenges of the Affluent Investor
- Four Really Good Reasons to Invest
- What’s Your Investment IQ?
- You Would Rather Be...
- How to Invest in LGBTQ+ Friendly Companies
- Our Value to You
- 529 Savings Plans
- Reduce processing errors, increase time with clients
- Mutual funds: Wading into the passive vs. active debate
- Earnings Season: What Investors Can Take Away from Corporate
- Market Month: January 2020
Insurance
- Assess Life Insurance Needs
- A Look at Whole Life Insurance
- Is Term Life Insurance for You?
- Universal Life Insurance
- Variable Universal Life Insurance
- What to Look for in a Long-Term Care Policy
- Understanding Long-Term Care
- Keep Your Umbrella Handy
- Disability and Your Finances
- Term vs. Permanent Life Insurance
- Insuring Your Business With a Buy/Sell Agreement
- Protecting Your Business from the Loss of a Key Person
- Can Group, Private Disability Policies Work Together?
- Understanding the Basics of Medigap Policies
- What You Should Do About Insurance Following a Divorce
- When to Self-Insure
- When Does Your Personal Car Become a Commercial Vehicle?
- The ABC’s of Auto Insurance
- Understanding Homeowner’s Insurance
- Insuring Your Business Against Cyber Liability
- An Overview of Renter’s Insurance
- Protecting Your Home Against Flood Loss
- A Brief Guide To Condo Insurance
- Making Sense Of A Home Warranty
- Buying Auto Insurance For Teen Drivers
- Retiree Health Care Coverage Overseas
- A Home Insurance Claim: To File Or Not To File
- The Value of Insuring Against Life’s Risks
- Insurance Needs Assessment: When You're Newly Married
- Insurance Needs Assessment: When You're Young and Single
- Insurance Needs Assessment: Married With Children
- Insurance Needs Assessment: For Empty Nesters and Retirees
- Protection Against Uninsured Drivers
- The Most Overlooked Item of Any Home Improvement
- When Life Insurance Becomes Taxable
- Social Media: #NewestBusinessLiabilityRisk
- Keeping Summer Safe: Pool and Spa Safety Tips
- Insuring Your Second Home
- Directors and Officers Liability Insurance
- Inventorying Your Possessions
- The Anatomy of a Supplemental Health Plan
- Fallen Tree Damage—Who Pays?
- Gun Ownership and Your Homeowners Policy
- Does Your Credit Score Affect Your Insurance Rates?
- Errors and Omissions Insurance
- How Insurance Deductibles Work
- Test Your Life Insurance Knowledge
- Teen Drinking and Your Liability
- Gap Insurance for Leased Cars
- Dog Bites Neighbor. Now What?
- Review Life Insurance Beneficiaries to Avoid Surprises
- Five Myths About Group Disability Insurance
- How traditional whole life insurance works
- Protecting your loved ones with life insurance
- What health services aren't covered by Medicare?
- Types of Long-Term Care Insurance Policies
- What are the new HRA options that will be available in 2020?
Tax
- Understanding Marginal Income Tax Brackets
- How Income Taxes Work
- What Do Your Taxes Pay For?
- What If You Get Audited?
- What Is a 1035 Exchange?
- Do You Owe The AMT?
- How to Make the Tax Code Work for You
- Tax Deductions You Won't Believe
- Donating Art: Taxation Abstraction
- Red Flags for Tax Auditors
- “Dirty Dozen” Tax Scams to Watch For
- How to Appeal Your Property Taxes
- Six Most Overlooked Tax Deductions
- You May Need to Make Estimated Tax Payments If…
- Tax Rules When Selling Your Home
- Filing Final Tax Returns for the Deceased
- Tax Reform: Before and After
- Twelve Year-End Tax Tips for 2019
- What is the capital gains tax?
Money
- Spotting Credit Trouble
- How Does Your Credit Score Compare?
- U.S. Personal Savings Rate
- Life and Death of a Twenty Dollar Bill
- Pay Yourself First
- Buying vs. Leasing a Car
- Your Emergency Fund: How Much Is Enough?
- Budget Check Up: Tax Time Is the Right Time
- What to Look for in Personal Finance Apps
- Password Protection Strategies
- A Penny Saved is Two Pennies Earned
- The Economic Journey of Your Morning Coffee
- Making Sense of U.S. Household Net Worth
- Countering Counterfeit Currency
- Weighing the Benefits of Prepaid Debit Cards
- The Half Million Dollar Baby
- The Lowdown on Those Free Credit Scores
- Strategies For Managing Student Loan Debt
- Budgeting After a Divorce
- The History of Currency
- Five Things to Know About 529 Plans
- 10 Tips to Master Personal Finance
- Tips for Creating a Budget and Sticking to It
- How Big is Money?
- The Five Basics of Financial Literacy
- How credit can determine your financial health
- Waddell & Reed WealthLink: Your financial world in one place
- The benefits of donor-advised funds
- Five ways Millennials are disrupting home ownership
- HSAs: Are they just what the doctor ordered?
- What to expect when you’re expecting (a new house)
- How to Read Your Credit Report
- Data Thieves from Outer Space
- Data Breaches: Tips for Protecting Your Identity and Money
- What you need to know about side hustles
- Third Quarter Market Review
- Year-End Charitable Gifting and You
Lifestyle
- To Catch a Thief
- A House Divided
- Healthy Body, Healthy Pocketbook
- Do Your Kids Know The Value of a Silver Spoon?
- Countdown to College
- Putting a Price Tag On Your Health
- Prevent a Rift: Money Tips for Newlyweds
- Personal Finance Tips for Military Families
- A Cheat Sheet for Sending Your Kid to College
- Saving on Fitness Center Membership Costs
- Stop Wasting Money
- Please Leave Home Without It
- Changing Unhealthy Behaviors
- Debt Stress
- Avoiding Cognitive Decline
- Raising Healthy Children
- Good Health is Good Business
- Money Draining Food Myths
- Apps That Help Achieve Goals
- Building Your Legacy
- Creative Ways to Motivate Your Employees
- Keeping Good Records is Good Business
- Mastering Mobile Lingo
- Four Great, Unexpected Places to Raise a Family
- Best Vacations: By Car, By Ship, By Foot, Once in a Lifetime
- Top New Digital Tools for Small Businesses
- New Trends Redefine Travel
- Travel, Without the Baggage
- The Best Apps in Travel
- 5 Things That Seasoned Travelers Are Doing (That You're Not)
- Preparing for parenthood: Millennial style
- Waddell & Reed’s national conference motivates, inspires
- 7 Things that Drive Practice Value
- Are you fostering a toxic team dynamic?
- Financial Aid for Students 101
- Handling difficult phone conversations
- Tips for Managing Your Holiday Spending
- The Three Keys to a Great Password
- 4 Steps to Communicate More Effectively with Clients
- Pickleball in Retirement
The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. It may not be used for the purpose of avoiding any federal tax penalties. Please consult legal or tax professionals for specific information regarding your individual situation. This material was developed and produced by FMG, LLC, to provide information on a topic that may be of interest. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security.