Bill Thompson - Financial Advisor at Waddell & Reed

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

Capital Gains Tax When Selling Your Home 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?

Saving for Retirement 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

Retirement Redefined Around the country, attitudes about retirement are shifting.

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

When Special Care Is Needed: The Special Needs Trust 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?

Understanding 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.

How Compound Interest Works 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.

Forecast 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.

How Much Home Can I Afford? 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.

What to Do When You Lose Your Wallet 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.

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