Ian Wesley Borgstedt, CFP, Financial Advisor at Waddell & Reed

Why save your bucket list for later? Find fulfillment and adventure by experiencing your bucket list items today.

A New Way to Look at Your Bucket List Bucket lists don’t have to be for tomorrow.

Ready to retire? Prepare with these key questions for those ready to take the big step.

Retirement Is a Beginning Key questions to answer when you are considering retirement.

Use your car for business? Make sure you're on the same page as your insurance carrier.

When Does Your Personal Car Become a Commercial Vehicle? At what point can you call a personal vehicle commercial?

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.

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.

Are dividends a key component when evaluating investment opportunities? Learn more.

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Compound interest can dramatically impact the future growth of your assets. Learn more.

How Compound Interest Works Use this calculator to better see the potential impact of compound interest on an asset.

Are you or someone you know considering higher education? For many, understanding the Federal Student Grant Program may be essential for collegiate success.

Exploring the Federal Student Grant Program In this article, explore the benefits of the Federal Student Grant Program.

When giving to charity, some make cash donations. Others want a more sophisticated strategy.

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Learn the ins and outs of 529 plans before you or your student heads to college.

What Can You Buy With 529 Distributions? This article can be a helpful guide when beginning to prepare for education expenses.

Children with special needs may need ongoing help after their parents are gone.

4 Steps to Protecting a Child with Disabilities Planning for a child with special needs can be complicated, confusing, and even overwhelming.

Personality vs. Pocketbook: Should you lease, finance, or pay cash for your next car?

Buying vs. Leasing a Car Whatever your relationship with your car, it may eventually come time for a new one. Familiarize yourself with your options.

There are billions in unclaimed dollars in the US. Is some of that yours?

Surprise! You’ve Got Money! Here’s a quick guide to checking to see if you have unclaimed money.

What will your family do if you can't earn an income? Here are steps you can take today.

Disability Income This calculator estimates your chances of becoming disabled and your potential need for disability insurance.

As Americans continue to live longer, their retirement plans are becoming more and more unique. Are you ready to be inspired?

Dreaming Up an Active Retirement When you retire, how will you treat your next chapter?

Tax deferral—the secret weapon for savvy investors. How can this powerful tool work for you?

Taxable vs. Tax-Deferred Savings Use this calculator to compare the future value of investments with different tax consequences.

Business owners should consider a succession plan sooner rather than later.

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Benefit. Premium. Policyholder. Learn the language before evaluating your options.

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Check out this video on taxes.

The Facts About Income Tax Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.

Your chance of an IRS audit may not be that high. It pays to know what may trigger one.

What If You Get Audited? The chances of an IRS audit aren't that high. And being audited does not necessarily imply that the IRS suspects wrongdoing.

Do you know how to make a social impact with your investments? Read more now.

Are You Ready for Your Portfolio to Make a Difference? Learn about the rise of Impact Investing and how it may benefit you.

This piece guides readers through placing financial pillars in place, sustaining financial well-being or creating wealth.

Building a Solid Financial Foundation Sustain financial well-being or create wealth through these actions.

How much of your estate will Uncle Sam inherit? Estimate your potential estate tax liability.

What's My Potential Estate Tax? This calculator helps estimate your federal estate tax liability.

Are your passwords easy to crack or difficult to decipher? Test your knowledge.

Password Protection Strategies Simple steps may help you foil hackers and protect your privacy.

Recovery. Recession. Gross Domestic Product. Learn the language of economic cycles.

The Business Cycle Understanding the economy's cycles can help put current business conditions in better perspective.

When dealing with a divorce, there are some secrets to dealing with the stress, especially when it comes to money.

Budgeting After a Divorce Divorce is the second most stressful time in a person's life. Here's some tips to get through it.

Was it worth it? How long before your gas savings makes up for the cost of that new hybrid?

Interested in a Fuel Efficient Car? Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.

Ever wonder about those free credit scores you get once a year?

The Lowdown on Those Free Credit Scores What’s the deal with your yearly free credit report?

Own a life insurance policy or annuity that is many years old? You may want to consider a trade in.

What Is a 1035 Exchange? 1035 exchanges provide a way to trade-in an annuity contract or life insurance policy without triggering a tax liability.

may be important in growing your company, but it may introduce liability. Is your company protected?

Social Media: #NewestBusinessLiabilityRisk Social media may be a modern imperative for businesses looking to grow and build their brand, but it also introduces risk.