Waddell & Reed, Minden, Nevada

Jeff Whitaker and Donovan Jackson, Financial Advisors

Virginia Bayne, Advisor Associate

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

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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 Web site 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.

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Disability Income Insurance

How much Disability Income Insurance do you need?

Personal Inflation Rate

Is your personal inflation rate higher or lower than the CPI?

Credit Card Debt

How Long Will It Take to Pay my Balance?

Cost of Retirement

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

More Calculators →

HOT TOPIC: Looking Beyond the Bull Market

The bull market for U.S. stocks hit the 5-year mark in March; only 5 have lasted longer. Where could stocks be headed?

Taxes Due for Better or Worse

A number of new taxes could affect couples (especially higher-income couples) and lead to surprises at tax time.

Who Controls the Cash?

Results of a recent survey on couples and money management, plus suggestions for forging a stronger financial partnership.

Balancing Foreign Trade

The key dynamics behind the U.S. trade deficit including trade issues with China and international trade agreements.

More Newsletters →