Waddell & Reed

Investments, life insurance, retirement planning and long term care insurance in Torrance CA

Welcome to our Web site, 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 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.

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.

LTCI Cost of Waiting

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

Roth IRA Conversion

This calculator can help you determine whether you should consider converting to a Roth IRA.

Life Insurance

How much life insurance would you need to produce a sufficient income stream for your family?

Cost of Retirement

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

More Calculators →

HOT TOPIC: Digital Deception: Current Trends in Cybercrime

An overview of recent developments in cybersecurity and tips that could help protect sensitive account information.

Tax Breaks for College Costs

Three federal tax provisions can help ease the financial strain of paying for rising college costs.

Factor-Based Investing

How smart-beta mutual funds and ETFs are constructed and the role they may play in an investor’s portfolio.

Investing in Your Values

Investing based on principles of sustainable, responsible, and impact could have a positive social outcome.

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