Bill Thompson - Financial Advisor at Waddell & Reed

Bill Thompson - Financial Advisor at Waddell & Reed Contact information, map and directions, contact form, opening hours, services, ratings, photos, videos and announcements from Bill Thompson - Financial Advisor at Waddell & Reed, Financial planner, 444 Regency Parkway Drive, Suite 102, Omaha, NE.

When a house is sold, when do you qualify for capital gains taxes? This colorful infographic covers some of the basics.
01/12/2024

When a house is sold, when do you qualify for capital gains taxes? This colorful infographic covers some of the basics.

If your clients are buying or selling a home, use this to help them determine if they qualify for capital gains taxes.

For many, retirement starts a new phase of life. Are you getting prepared for your new phase?
01/10/2024

For many, retirement starts a new phase of life. Are you getting prepared for your new phase?

This calculator can help you estimate how much you may need to save for retirement.

What do you think your will be like? Attitudes are changing, and many are working in their
01/08/2024

What do you think your will be like? Attitudes are changing, and many are working in their

Around the country, attitudes about retirement are shifting.

A can help care for a special needs child, even after you’re gone.
01/07/2024

A can help care for a special needs child, even after you’re gone.

A special needs trust helps care for a special needs child when you’re gone.

Attention Estate Executors: Do you know about the Alternate Valuation Date?
01/05/2024

Attention Estate Executors: Do you know about the Alternate Valuation Date?

Executors can value the estate on the date of death, or on its six-month anniversary —the “Alternate Valuation Date.

Compound interest can dramatically impact the future growth of your assets. Learn more.
01/03/2024

Compound interest can dramatically impact the future growth of your assets. Learn more.

Use this calculator to better see the potential impact of compound interest on an asset.

The market is as unpredictable as the weather. We’re here to help you prepare.
01/01/2024

The market is as unpredictable as the weather. We’re here to help you prepare.

The market is as unpredictable as the weather. We'd love to help you prepare.

Mortgage lenders consider many personal factors when deciding whether you can afford a home.
12/31/2023

Mortgage lenders consider many personal factors when deciding whether you can afford a home.

With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.

You can help ensure that losing your wallet doesn't turn into something bigger.
12/29/2023

You can help ensure that losing your wallet doesn't turn into something bigger.

Ever lost your wallet? Frustrating. Here’s what you can do to keep yourself safe.

Could you find acres of diamonds in your own backyard? Watch this video.
12/27/2023

Could you find acres of diamonds in your own backyard? Watch this video.

In life it often happens that the answers to our most pressing questions are right in our own backyards.

Generate income and rebuild principal. A powerful one-two punch.
12/25/2023

Generate income and rebuild principal. A powerful one-two punch.

Here's one strategy that combines two different annuities to generate income and rebuild principal.

Bi-weekly mortgage payment can potentially accelerate your mortgage payoff. Sound interesting?
12/24/2023

Bi-weekly mortgage payment can potentially accelerate your mortgage payoff. Sound interesting?

This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.

Address

444 Regency Parkway Drive, Suite 102
Omaha, NE
68154

Telephone

+14029260310

Website

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