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

Long-Term Care Self Insurance

Will you be able to afford nursing home care?

Risk Tolerance

This calculator is designed to help you clarify your comfort level with investment risk.

Cash Flow Analysis

This Cash Flow Analysis form will help you weigh your income vs. your expenses.

IRA Eligibility

Use this calculator to determine whether you qualify for the different types of IRAs.

More Calculators →

Newsletters

Good Care Begins Early

Ironically, people who avoid important discussions because they don’t want to be a burden are sowing seeds for even greater troubles because they are forestalling preparation and ignoring the risks associated with aging, possibly until it’s too late.

Are Target-Date Funds Off Target?

Target-date funds are not for everyone, so it's important to gather all the facts.

Ready or Not, You're Retired!

In 2009, 47% of retirees left the workforce earlier than they expected.

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.

More Newsletters →