This is great. Thanks for sharing this. ------------------------------ David Latch, CFP® --------- ...
Hello Solos, Thank you, Dick, for the heads up that this community exists! You and I have met over email ...
Hi Ember, I have a two resources for you to consider! Check out Simply Paraplanners at https://simplyparaplanner.com/ ...
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 ...
Need more information on year-end tax planning? Check out this article from the November 2019 JFP, written ...
One of my co-workers mentioned that she thought the tax rule preempting an individual who has a traditional ...
You can access the snapshot at www.OneFPA.org/Reports
The Reverse Purchase Strategy may allow financial planners ...
I have a client who is looking to sell their Vacation ...