Waddell & Reed - Aaron Seyfried

10/31/2025

Happy Halloween! Wishing you a safe and spooky day from all of us. 🎃

10/28/2025

Just a few days left! Our free seminar on Long-Term Care is happening October 30, and there’s still time to register.

If you’ve ever wondered:

🟢 What long-term care really involves
🟢 Who needs it and when
🟢 How it affects families
🟢 Why planning ahead is so important

This session is for you. Whether you're planning for yourself or supporting a loved one, you'll walk away with clarity and confidence.

👉 Register here: https://aseyfried.wradvisors.com/events/long-term-care-seminar-1

10/24/2025

With Halloween just a week away, we thought we'd talk about something that is truly haunting: probate.

Probate can feel overwhelming, especially when it’s layered with grief, legal jargon, and uncertainty. But with the right guidance, it doesn’t have to be scary.

In our latest blog, we break down what probate really involves and how to navigate it with clarity and confidence: https://aseyfried.wradvisors.com/blog/dont-let-the-prospect-of-probate-haunt-your-life 👻

10/22/2025

Americans increasingly live their lives online, storing everything from bank records to family photos in the cloud. Yet, less than 15% have an estate plan that includes digital assets.

Dive into this article to learn if your digital legacy is a blind spot in your estate plan.

Americans consider their digital assets as highly valuable, but few are caring for these assets in their digital estate planning.

10/20/2025

Estate planning isn’t just for the wealthy. It’s for anyone who wants to protect their loved ones and ensure their wishes are honored.

A thoughtful estate plan can help:
✅ Minimize stress for your family
✅ Avoid probate delays
✅ Ensure your assets go where you intend
✅ Provide clarity during difficult times

Whether you're just getting started or reviewing an existing plan, now is a great time to take action. We’re here to help guide you through the process with clarity and care.

10/17/2025

Medicare open enrollment is officially underway!

From rising premiums to lower drug prices and shifting plan perks, next year’s updates could seriously impact your coverage and your wallet.

Dive into the article below to learn more. 👇

Here's how to prepare before fall open enrollment

10/15/2025

Happy HSA Awareness Day! 🩺 Health Savings Accounts (HSAs) are more than just a way to pay for current medical expenses. They’re a powerful tool for long-term financial planning.

Instead of spending your HSA funds now, consider paying out-of-pocket and letting your HSA grow tax-free. Here’s why:

✅ Contributions are tax-deductible
✅ Earnings grow tax-free
✅ Withdrawals for qualified medical expenses are tax-free

By investing your HSA funds, you could potentially build a substantial nest egg for future healthcare costs.

10/09/2025

Join us on October 30 for a free seminar that sheds light on one of the most important and often misunderstood topics in financial planning: Long-term care.

In this seminar, we'll cover:

🟢 What long-term care really means
🟢 Who might need it and when
🟢 How it impacts families
🟢 Why planning ahead matters

Whether you're preparing for your own future or helping a loved one, this session will give you the clarity and confidence to make informed decisions.

Register here: https://aseyfried.wradvisors.com/events/long-term-care-seminar-1 👈

10/07/2025

As we continue into Financial Planning Month, let’s talk about how a financial plan helps streamline your finances, including those scattered retirement accounts.

In this Forbes article, John D. Davis, founder and CEO of Legacy Wealth Management in Lexington, KY, shares how scattered retirement accounts can quietly undermine your financial strategy.

From outdated beneficiaries to missed tax opportunities, disorganization can cost more than you think. Click below to read more.

John D. Davis, founder and CEO of Legacy Wealth Management, talks about the hidden costs of scattered assets and how you can unlock clarity and confidence for the future.

10/02/2025

Did you know… Almost half of Americans say they don't have a financial plan, and many feel unsure about how to reach their goals?

This , we're here to remind you that a financial plan can make a big difference. Whether you're just starting out or reevaluating your strategy, we're here to help you take the next step with confidence.

10/01/2025

As of October 1, Congress missed the deadline to pass funding legislation, triggering the first federal government shutdown since 2019.

What does this mean for markets, services, and the economy?

📉 Historically, markets have held steady during shutdowns
🛑 Non-essential government functions are paused
📆 Shutdowns have happened 21 times since 1976, but most are short-lived

👉 Explore 8 key insights from strategists in this latest LPL Research article to understand what’s happening and what it means for investors:https://www.lpl.com/research/blog/eight-things-to-know-about-government-shutdowns.html

LPL Research discusses government shutdowns and what matters to investors.

09/30/2025

September is Life Insurance Awareness Month, a perfect time to ask: When is the best time to buy life insurance for your family?

Life insurance becomes more important as your responsibilities grow, but it’s never too early, or too late, to consider coverage. From marriage to parenthood to retirement, your needs evolve, and so should your protection.

Dive into the article below to learn how to plan ahead for your family’s future.

Many people without coverage look to buy life insurance to coincide with major life events. If your financial status is changing or you anticipate being the financial provider for a new dependent, it may be an opportune time to shop for life insurance policies.