Waddell & Reed, Minden, Nevada

Jeff Whitaker, Financial Advisor

Donovan Jackson & Virginia Bayne, Advisor Associates

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

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LTCI Cost of Waiting

Estimate the potential cost of waiting to purchase a long-term care insurance policy.

Personal Inflation Rate

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

Cash Flow Analysis

This Cash Flow Analysis form will help you weigh your income vs. your expenses.

College Funding

Use this calculator to estimate the cost of your child’s education, based on the variables you input.

More Calculators →

When Weather Becomes Your Worst Enemy

Companies with disaster plans and adequate insurance protection may be in a better position to reopen their doors after a severe weather-related event.

The Roundabout Way to a Roth IRA

A 2014 IRS ruling makes it easier for taxpayers to move after-tax 401(k) contributions directly to a Roth IRA.

Mutual Funds and ETFs

In spite of their similarities, there are some key differences between ETFs and mutual funds.

Time to Cash Out?

Common valuation methods and how small-business owners can get the best price when selling their businesses.

More Newsletters →