Waddell & Reed, Inc.
Investing. With a Plan.®

Welcome to Brian Wong's website where you’ll find a wealth of information about Financial Planning and our services.

It is our mission to guide and hold people accountable to their financial goals giving them the time and resources to enjoy life.
Calculators

LTCI Cost of Waiting

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

Lease Payment

How much would your monthly lease payment be?

Required Minimum Distributions

Estimate the annual required distribution from your traditional IRA or former employer's retirement plan after you turn age 70.

Lease Interest

What's the interest rate on the lease you're considering?

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Newsletters

Protection for a Price

Variable annuities give contract holders the ability to purchase guarantees to help protect against downside risks.

Beware the Better-Than-Average Effect

Economists have found that, on average, people tend to believe that their own lives are improving at a faster rate than most everyone else's.

An Average Way to Invest

Dollar-cost averaging might help investors make the most of a highly volatile period.

Save More to Have More

There's one solution to a retirement savings shortfall that is so simple you might never have given it serious consideration: Set aside more of your current income. Even if you believe that you are currently saving as much as possible toward retirement, you might change your mind after you run the numbers.

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