Lehe Thomas R Jr Cfp

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Tom Lehe, CFP Financial Advisor

Waddell & Reed, Inc. - Corporate Website

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We hope your visit will help you understand the opportunities and potential rewards that are available when you take a proactive approach to your personal financial situation. We 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, we hope you see the value of working with skilled professionals to pursue your financial goals.
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Federal Income Tax
This calculator can help you estimate your annual federal income tax liability.

What's the interest rate on the lease you're considering?
Impact of Inflation
Estimate the future cost of an item based on todays prices and the rate of inflation you expect.
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Pursuing Both Growth and Value
Maintaining a balance of growth and value investments may help investors add a new dimension of diversification to their portfolios.
Are You Making These Cash Mistakes?
With interest rates at historic lows, what should you do with the money you save?
How Health-Care Expenses Could Affect Your Retirement Lifestyle
Given the discussion over the future of U.S. health care, is it time to recalculate how much money you will need to pay for medical care in retirement?
A Look at the Second-Half Outlook
Here we are halfway through the year and there's still no clear verdict on whether investors were justified in their optimism. But there are a number of developments on the horizon that could be important to investors.
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Timely Newsletters to help you stay current.

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Ideas to help simplify everyday finances.

Manage your taxes and prepare for the upcoming tax season.

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