Waddell & Reed

Waddell & Reed, Inc.
Investing. With A Plan.

Welcome to my Web site, where you’ll find a wealth of information in the form of newsletter articles, calculators, and more. 

I hope your visit will help you understand the opportunities and potential rewards that are available when you take a proactive approach to your personal financial situation. I have created this Web site to help you gain a better understanding of the financial concepts behind insurance, investing, retirement, estate planning, and wealth preservation. Most important, I hope you see the value of working with skilled professional to pursue your financial goals.

I am here to help educate you about the basic concepts of financial management; to help you learn more about who I am; and to give you fast, easy access to market performance data. I hope you take advantage of this resource and visit often. Be sure to add my site to your list of "favorites" in your Internet browser. I frequently update this information, and I wouldn’t want you to miss any developments in the area of personal finance.

Sincerely,

Nora Thomas 

Savings Accumulation

Estimate the future value of your current savings.

Car Affordability

How much can you afford to pay for a car?

Savings Goals

How much do you need to save each year to meet your long-term financial goals?

Disability Income Insurance

How much Disability Income Insurance do you need?

More Calculators →

What Is the Roth IRA Five-Year Rule?

There are two separate five-year holding requirements that may affect the tax treatment of Roth IRA distributions.

HOT TOPIC: Brick-and-Mortar: The Precarious Fate of Traditional Retail

How current trends in the retail industry could affect consumers, workers, and the broader economy.

Surprise! It’s Retirement Time

Consider these tips to prepare for the possibility that you might retire earlier than planned.

HOT TOPIC: Spanish Showdown, Slow Brexit

Geopolitical tensions, like the Spanish showdown and Brexit, can affect economies and move financial markets.

More Newsletters →