" />
Waddell & Reed

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

Retirement Portfolio Lifespan

How Long Will Your Funds Last?

Capital Gains Taxes

Estimate short-term and long-term federal capital gains taxes

Lease Payment

How much would your monthly lease payment be?

Long-Term Care Self Insurance

Will you be able to afford nursing home care?

More Calculators →

Newsletters

TIPS for Managing Inflation

The U.S. Treasury issues a form of debt that helps protect investors from the effects of inflation: Treasury Inflation-Protected Securities (TIPS).

HOT TOPIC: Social Security and Medicare in Crosshairs

An entitlement crisis has been looming on the horizon for several years. Unfortunately, according to the latest reports from the trustees of the Social Security and Medicare trust funds, a spike in unemployment has helped to hasten the arrival of these programs’ insolvency.

Increase Your Protection

If your net worth exceeds the amount of liability coverage provided by your homeowners and auto insurance policies (each usually tops out somewhere between $300,000 and $500,000), you might want to consider an umbrella liability insurance policy.

Estate of Emergency?

To help ensure that an estate is distributed according to one's wishes, it’s important to have certain legal documents in place.

More Newsletters →