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    RE: Sole Practitioners

    By: David Latch, CFP® , 2 hours ago
    Posted in: SOLE Practitioners

    This is great.  Thanks for sharing this. ------------------------------ David Latch, CFP® --------- ...

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    RE: Sole Practitioners

    By: Thomas Schwab, CFP® , 13 hours ago
    Posted in: SOLE Practitioners

    Hello Solos, Thank you, Dick, for the heads up that this community exists! You and I have met over email ...

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    RE: Virtual Assts / Paraplanners?

    By: Cameo Roberson, AAMS® , 16 hours ago
    Posted in: SOLE Practitioners

    Hi Ember, I have a two resources for you to consider! Check out Simply Paraplanners at  https://simplyparaplanner.com/ ...

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    JFP Article: The Financial Coach: the Future Financial ...

    By: Nicholas Tuttle , 22 hours ago
    Posted in: Business Success

    What are your thoughts on this article from the December 2019 JFP, written by Paula Harris? http://www.onefpa.org/journal/Pages/DEC19-The-Financial-Coach-the-Future-Financial-Adviser.aspx ...

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    JFP Article: 7 Steps When Engaging in Year-End Tax ...

    By: Nicholas Tuttle , 22 hours ago
    Posted in: Income Tax and Estate Planning

    Need more information on year-end tax planning?  Check out this article from the November 2019 JFP, written ...

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    Roth IRA Clarification

    By: John Therrell, CFP® , yesterday
    Posted in: Income Tax and Estate Planning

    One of my co-workers mentioned that she thought the tax rule preempting an individual who has a traditional ...

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