Waddell & Reed - Taking Planning Personally.

The last few years have been tough financially for many families.  Chances are that at some point in the last few years, you've probably had at least one financial issue that has really been eating away at you.  Perhaps the markets and various financial products and services that are out nowadays have you a little confused or perhaps you've been worried about having to push back your timeline until retirement.  Or perhaps you simply don't know if you're saving enough or have enough life insurance coverage.  You're not alone in wondering how to come up with a plan to figure it all out!


As local financial advisors, we've created this website for you to find a wealth of information in the form of newsletter articles, calculators, and research reports with the ultimate goal of motivating you to take charge of your financial future.  Feel free to visit us often as our content is frequently updated!


Here you'll also find information about several of our local professionals, who would be happy to help develop a strategy for your unique goals and circumstances.  That's what "Taking Planning Personally" is all about.



  • Taxable Equivalent Yield

    Calculate the rate of return you would have to receive from a taxable investment to realize an equivalent tax-exempt yield.

  • Federal Income Tax

    This calculator can help you estimate your annual federal income tax liability.

  • College Funding

    Use this calculator to estimate the cost of your child’s education, based on the variables you input.

  • Mortgage Refinancing

    Determine whether you should consider refinancing your mortgage.