Waddell & Reed, Inc.

The Dentist's Financial Advisor

Welcome! You'll find a wealth of information in the form of helpful links to other professionals, newsletter articles, calculators, research and more.

  

Jake Jacklich, CFP® is a Financial Advisor with Waddell & Reed in Virginia Beach.  My practice focuses on financial planning for select Dentists and their families.

Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and federally registered CFP (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

 
Market Watch

July 31, 2010 @ 10:43 AM

Nasdaq Composite 2,254.70+ 3.01
S&P 500 1,101.60+ 0.07
NYSE Composite 6,998.99+ 4.42
10 Year Treasury Note 3+ 0.01

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Learning Center
  • Articles

    Articles

    Educate yourself on a variety of financial topics.

  • Calculators

    Calculators

    A host of financial tools to assist you.

  • Newsletters

    Newsletters

    Timely Newsletters to help you stay current.

  • E-Seminars

    E-Seminars

    Animated presentations to help you learn and decide.

  • iMoney

    iMoney

    Ideas to help simplify everyday finances.

  • Glossary

    Glossary

    Financial terms from A to Z.

  • Tax Library

    Tax Library

    Manage your taxes and prepare for the upcoming tax season.

Calculators

Taxable Equivalent Yield

Calculate the rate of return you would have to receive from a taxable investment to realize an equivalent tax-exempt yield.

Cost of Retirement

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

Impact of Inflation

Estimate the future cost of an item based on today’s prices and the rate of inflation you expect.

Roth IRA Conversion

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

More Calculators →