Jack Grimes - Financial Advisor at Waddell & Reed

Self-employed? Learn more about your retirement plan options.

Self-Employed Retirement Plans Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.

When it comes to making a difference, which is better? Investing for impact or starting your own philanthropy?

Impact Investing or Philanthropy This fun piece can help your clients explore the benefits of impact investing versus founding a philanthropy.

Is your household's inflation rate higher than the national average?

Inflation & Retirement Estimate how much income may be needed at retirement to maintain your standard of living.

Test your estate strategy knowledge with this short quiz.

Test Your Estate Strategy Knowledge Estate management can help ensure that your assets are transferred according to your wishes while managing tax issues.

If you’re 65 or older, you may need to enroll in Medicare. We’ll help you sort through the basics to determine if you qualify. Read more here:

Medicare At 65+ 65 or older? It may be time to enroll in Medicare. Read to learn if you’re eligible.

Your investment strategies and personal beliefs don’t have to be mutually exclusive. Learn more about impact investing here:

Investing for Impact Learn how to build a socially conscious investment portfolio and invest in your beliefs.

Don’t be afraid of the cyber desperadoes. Learn how your data can be covered by cyber liability insurance in this fun video.

The Wild West of Data Theft Learn about cyber liability insurance in this entertaining video.

Have you ever had to deal with a "white elephant" inheritance? Learn how to avoid holding on to a burden in our latest article.

White Elephant Inheritance This article deals with how one might deal with a burdensome inheritance.

It’s possible to avoid these classic traps, with a little preparation.

Retirement Traps to Avoid Beware of these traps that could upend your retirement.

Whether you have life insurance through work, are retired, or raising a family, it pays to know the truth about life insurance coverage.

Life Insurance Myths: Debunked Whether you have life insurance through your work or are retired it pays to know the truth about life insurance coverage.

is designed to protect you from financial loss, but filing a claim may cost you more in the long run.

A Home Insurance Claim: To File Or Not To File Learn when it may not make sense to file a claim on your home insurance.

Consider preparing for 30 years in retirement. Are your assets ready?

Potential Income from an IRA Estimate your monthly and annual income from various IRA types.