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Life is for the living. So is life insurance

Are you aware of all the roles life insurance can play in your financial plan? Waddell & Reed Insights offers some life insurance tips and strategies.

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?

Tax Cuts and Jobs Act: 529 Plans Expanded

The recent tax reform may affect your plans to save for college. Learn how a new definition of “qualified education expenses” changes what education costs a 529 plan can cover.

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.

Five things to know about 529 plans

It doesn’t matter if your child is still learning to count or deriving equations with ease, there’s no better time to get started saving for his or her college education than right now.

Four tips for downsizing in retirement

Moving to a smaller home in retirement – or downsizing – could be a savvy financial move if you haven't reached your retirement savings goals. Learn more from Waddell & Reed Insights.

Navigating private student loans

In the wake of rising student loan debt, parents and students are more aware than ever of the cost of higher education and the importance of saving for college. Private student loans could be a good option.

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.