Avoid Pitfalls When Conducting Business on Social Media
When it comes to communicating with the public on social media, it’s not just politics and religion that are best avoided. What else should you think about avoiding?
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Posted by Kimberly A. Branch, CFP® | Aug 15, 2017 |
When it comes to communicating with the public on social media, it’s not just politics and religion that are best avoided. What else should you think about avoiding?
Read MorePosted by Tim O’Grady | Aug 3, 2017 |
Attempting to be the advisor to two individuals who are in the process of divorce is rife with conflicts since the spouses are now adverse parties with their own interests. Read on …
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Posted by Shauna Faulkner | Jul 20, 2017 |
More than 40 percent of individual tax returns are completed using tax preparation software, according to the IRS.* While human tax preparers continue to be preferred over software programs, the share of tax filings prepared by human tax professionals has slipped in recent years. However, before your clients fire their human advisors and replace them with a software program, it’s important to distinguish between tax compliance and tax planning.
Read MorePosted by Lon T. Dolber | Jun 27, 2017 |
As we celebrate our nation’s birth this Fourth of July, it is worth remembering that the United States was the first nation formed by a shared set of ideals, rather than from a common language, culture or ancestry.
Read MorePosted by Gary Gordon | Jun 22, 2017 |
Read this blog post regarding a case study of a financial advisor looking to retire in eight years and how he increases the equity in his business by converting to a fee-based model.
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