Waddell & Reed - Rochester, MN

Waddell & Reed, Inc. - Rochester, Minnesota

Welcome to our website, where you’ll find a wealth of information in the form of newsletter articles, calculators,and more.
We 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. We have created this website to help you gain a better understanding of the financial concepts behind insurance, investing, retirement, estate planning, and wealth preservation. Most important, we hope you see the value of working with skilled professionals to pursue your financial goals.

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

Lifetime Earnings

This calculator is designed to help you attach a dollar figure to your life’s work.

Cost of Retirement

Use this calculator to estimate how much income and savings you may need in retirement.

Life Expectancy

Knowing your likely life expectancy is an important factor in making long-term financial plans.

Mortgage Acceleration

This calculator can help you determine how soon you can pay off your mortgage.

More Calculators →

Growth and Value Investing

Understanding the difference between growth and value investments may help with making more informed investing decisions.

Small Business Owners Deserve a Vacation

Some tips for fitting a personal vacation into business plans and helping the business run efficiently.

Do You “Speak” Annuities?

An overview of fixed and variable annuities and how they could provide a guaranteed income stream in retirement.

Cleaning Up Your Financial Records

Make it easier to find financial documents when you need them with these organization tips.

More Newsletters →