Your financial journey begins with a plan.

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Frugal retirees

Now that you’ve arrived at retirement age you find it hard to spend your savings, not knowing what the future will bring. Does that sound like your situation?

Entrust your employer-sponsored retirement plan to an objective, committed advisor at Waddell & Reed

Offering a retirement plan can be a healthy step – for your business, your employees and you. Do it with the help of an advisor at Waddell & Reed who can serve as your co-fiduciary partner.

Five Myths About Group Disability Insurance

Think the chances of becoming disabled during your working years are minimal? Unfortunately, you may be in for a big surprise. Here are some myths and misunderstandings about group disability insurance.

Planning your retirement? Five questions you should ask.

It may be startling to think about, but with many retirements lasting 20 to 30 years or longer, you could actually spend a third or more of your life in retirement.

What investment choices should I make to live comfortably in retirement?

In order to live comfortably in retirement, you’ll need income to replace the paycheck you brought home during your working years.