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dsoderquist.wrfa.com

Don Soderquist, CMFC

Markets at a Glance. Donald Soderquist, CMFC. Waddell and Reed, Inc. Investing. With A Plan. Welcome to my Web Site. It is my goal. To assist my clients in developing a comprehensive personalized financial plan that effectively weighs short-term needs and long-term objectives. 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. Long-Term Care Self Insurance. More Calculators →.

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Markets at a Glance. Donald Soderquist, CMFC. Waddell and Reed, Inc. Investing. With A Plan. Welcome to my Web Site. It is my goal. To assist my clients in developing a comprehensive personalized financial plan that effectively weighs short-term needs and long-term objectives. 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. Long-Term Care Self Insurance. More Calculators →.
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Don Soderquist, CMFC | dsoderquist.wrfa.com Reviews

https://dsoderquist.wrfa.com

Markets at a Glance. Donald Soderquist, CMFC. Waddell and Reed, Inc. Investing. With A Plan. Welcome to my Web Site. It is my goal. To assist my clients in developing a comprehensive personalized financial plan that effectively weighs short-term needs and long-term objectives. 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. Long-Term Care Self Insurance. More Calculators →.

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dsoderquist.wrfa.com dsoderquist.wrfa.com
1

Market Watch : Don Soderquist, CMFC

http://www.dsoderquist.wrfa.com/quotes.cfm?symbol=$INDU

Markets at a Glance. Market data delayed per exchange rules. All quotes are in US Eastern Time (EST). Securities and Investment Advisory Services offered through Waddell and Reed, Inc., a Broker/Dealer, Member FINRA. And a Federally Registered Investment Advisor. Insurance products are offered through insurance companies with which Waddell and Reed has sales arrangements.

2

Federal Income Tax

http://www.dsoderquist.wrfa.com/learning_center/calculators/federal_income_tax

Printed from: www.dsoderquist.wrfa.com. Don Soderquist, CMFC. Waddell and Reed, Inc. 9230 Bayshore Dr NW Suite 201, Silverdale, WA 98383. What's Your Estimated Federal Income Tax Liability? For the 2016 tax year, the standard deductions are as follows: single, $6,300; heads of household $9,300; married filing separately, $6,300; and married filing jointly, $12,600. Based on your estimates, you could owe the amount of federal income tax shown below. Is the amount greater than you expected? This is only an...

3

Glossary : Don Soderquist, CMFC

http://www.dsoderquist.wrfa.com/glossary.cfm

Markets at a Glance. Adjusted Gross Income (AGI). An interim calculation in the computation of income tax liability. It is computed by subtracting certain allowable adjustments from gross income. A person appointed by the court to settle an estate when there is no will. The return from an investment after the effects of taxes have been taken into account. Anything owned that has monetary value. The process of repositioning assets in a portfolio to maximize potential return for a particular level of risk&...

4

Videos : Don Soderquist, CMFC

http://www.dsoderquist.wrfa.com/videos.cfm

Markets at a Glance. The Retirement Income Factor. What Is Investment Risk? Do You Know Who Your Beneficiaries Are? Protecting Your Dependents with Life Insurance. What Would Happen to Your Estate? Securities and Investment Advisory Services offered through Waddell and Reed, Inc., a Broker/Dealer, Member FINRA. And a Federally Registered Investment Advisor. Insurance products are offered through insurance companies with which Waddell and Reed has sales arrangements.

5

Newsletters : Don Soderquist, CMFC

http://www.dsoderquist.wrfa.com/newsletters.cfm

Markets at a Glance. Fifty-seven percent of American workers have saved less than $25,000 for retirement, and 28% have saved less than $1,000. Source: Employee Benefit Research Institute, 2015. Will you outlive your retirement income? Are your financial expectations for the coming year realistic? Our financial newsletters are designed to provide helpful information on a wide variety of financial topics. Simply click on one of the newsletter topics below to read the article in its entirety. How sector fun...

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Don Soderquist, CMFC

Markets at a Glance. Donald Soderquist, CMFC. Waddell and Reed, Inc. Investing. With A Plan. Welcome to my Web Site. It is my goal. To assist my clients in developing a comprehensive personalized financial plan that effectively weighs short-term needs and long-term objectives. 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. Long-Term Care Self Insurance. More Calculators →.

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