Obtain and Maintain Your PTIN
As most tax preparers know these days, it’s important to be considered a competent tax return preparer. Registering for and obtaining a PTIN number helps clients select your tax return …
Keep More Coupon Income With Tax Free Bonds
A Connecticut client wants information on tax free bonds. She’s heard that tax free bonds can save her money and wants to invest $5,000 each month. As an advisor, you …
Top Ten Employer Firms
Financial services encompass many different kinds of businesses. Finance, of course, defines a broad array of businesses. Services means that the focus of these companies remains on clients and customers. …
Financial Advisors and Alternative Assets
Concerns about interest rates, inflation, and general uncertainty about securities markets’ direction prompt some investors to purchase hard assets. For the first time since the late 1970s, twin concerns of …
Series 66: What you need to know
The North American Securities Administrators Association (NASAA)The Uniform Combined State Law Exam, also known as the Series 66, is an exam that essentially combines the Series 65 and Series 63 …
Straight Talk From a Top Financial Planner
1. What is the process to become a Certified Financial Planner? Paul: Having a desire. The specific requirements are available at www.CFP.net. Requirements include a college BA degree, 8-10 course …