Julie E. Sagatelian, CPFA Financial Advisor at Waddell & Reed

07/22/2024

Without your knowing, your investment portfolio could be off-kilter. What to look for in this message.

Without your knowing, your investment portfolio could be off-kilter.

07/19/2024

How much can I put in? Contributing to a retirement plan makes sound financial sense; know the rules.

Determine if you are eligible to contribute to a traditional or Roth IRA.

07/18/2024

Benefit. Premium. Policyholder. Learn the language before evaluating your options.

Term insurance is the simplest form of life insurance. Here's how it works.

07/17/2024

All those years of work can add up to a small fortune. What's your strategy for your money?

Estimate how much you have the potential to earn during your working years.

07/16/2024

How much of your estate will Uncle Sam inherit? Estimate your potential estate tax liability.

This calculator helps estimate your federal estate tax liability.

07/15/2024

Here are 5 facts about Social Security you absolutely need to know.

Here are five facts about Social Security that are important to keep in mind.

07/12/2024

Some firms create a “sources and uses of funds” statement to evaluate operations. What does yours say?

Assess whether you are running “in the black” or “in the red” each month.

07/11/2024

Are you prepared for a 20-year retirement? How women can consider their retirement strategy.

07/10/2024

Social host laws may make you responsible for underage drinking in your home, even if you are away.

07/09/2024

Three important questions to consider before you start taking .

When to start? Should I continue to work? How can I maximize my benefit?

07/05/2024

The key to in retirement might be a patchwork of different choices.

07/04/2024

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).