Larry Kozik - Financial Advisor at Waddell & Reed

07/21/2021

Medicare doesn’t have to be a complicated topic. Here we break down the basics of Medicare, and what you need to know to qualify. Read more here:

Learn all about Medicare basics in this informative and insightful article.

07/19/2021

The Consumer Price Index has shown low inflation since '09. Are your prices rising faster?

This calculator shows how inflation over the years has impacted purchasing power.

07/14/2021

How long will your retirement money last with regular withdrawals? Have you run the numbers?

This calculator may help you estimate how long funds may last given regular withdrawals.

07/12/2021

If you don’t have an , here’s some reasons why you should.

Do you have an estate strategy? You should.

07/09/2021

How many ways can you pay for college? Loans, grants, savings and investments, to name a few.

This calculator can help you estimate how much you should be saving for college.

07/08/2021

In June, stocks moved higher despite accelerating inflation and the Fed’s monetary policy pivot.

The Dow Jones Industrial Average slipped 0.07 percent but the Standard & Poor’s 500 Index rose 2.22 percent. The Nasdaq Composite led, gaining 5.49 percent.1

07/07/2021

Without a steady income, how long would it be before your household started to feel the pain?

This calculator estimates your chances of becoming disabled and your potential need for disability insurance.

07/05/2021

When interest rates are low, should you look for dividend-paying investments? Know the risks.

This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.

06/30/2021

Ready for a fuel-efficient car? Learn how to factor in all the costs.

06/28/2021

Where will your retirement income come from? Do you know all the choices available?

This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).

06/25/2021

Even low inflation rates can pose a threat to investment
returns.

Even low inflation rates can pose a threat to investment returns.

06/23/2021

Are you worried about outliving your retirement savings? You are not alone.

Estimate how long your retirement savings may last using various monthly cash flow rates.