Gail Nickse, CFP®, Waddell & Reed

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

Welcome to my web site! Here you can access articles, calculators, market updates and other timely information. I hope you will find it useful.
My goal is to help you understand the opportunities and potential rewards that are available when you commit to improving your personal financial situation. I 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, I hope you see the value of working with a Certified Financial PlannerTM practitioner to pursue your financial goals.
I am here to help educate you about the basic concepts of financial management and to give you fast, easy access to market performance data. Take advantage of this resource and visit this site often. Be sure to add this site to your list of "favorites" in your Internet browser. I frequently update the information, and I wouldn’t want you to miss any developments in the area of personal finance. And don't forget to tell your friends about this resource. Stay long, and enjoy your visit!

If you are looking to build a relationship with a financial advisor, the best place to start is with an initial consultation. Click here for a complimentary, no obligation consultation with me, and I will contact you shortly. 
Calculators

Mortgage Refinancing

Determine whether you should consider refinancing your mortgage.

Credit Card Debt

How Long Will It Take to Pay my Balance?

Roth IRA Conversion

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

Cost of Retirement

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

More Calculators →

Newsletters

Love and Marriage and Retirement

More than 80% of married couples 45 to 72 say they don't agree on when they should retire, what their retirement lifestyle should look like, or whether they will work in retirement.

Working for Social Security

There's nothing wrong with wanting to work in retirement, but if you decide to earn some extra income, make sure you understand how it will affect your Social Security benefits.

What Does a Fed Chairman Do?

The Federal Reserve plays an important role in our economy, and the chairman is its most visible player. His behavior is a good source of clues about what the future may hold.

HOT TOPIC: Moving Forward from the Credit Crisis

On Monday, September 15, 2008, the country awoke to news that three of the nation's largest financial institutions were unable to survive without help. Now, more than a year after that fateful September day, the economy shows signs of stability.

More Newsletters →