Have you ever wondered what exactly the FPA Residency is or what it entails? There isn’t much information out there about this mysterious program other than one week at Residency equates to 500 hours of CFP® experience. This is my experience. I went to the June 2017 Residency program in Denver, Colorado with no idea
Often, the immediate association of financial planning is planning for retirement or investing. It is true that these are both important areas of financial planning, but there are several other aspects of financial planning than can be provided to clients to build a comprehensive financial planning offering that adds both client value and increases your practice’s
Jennifer Pritchard, CFP®, has what many would consider a dream job in financial planning. After graduating from Texas Tech University with a degree in Personal Financial Planning, she worked for a few different local financial planning firms before landing her a role as a 100% virtual paraplanner for three different advisors across the country. Her
Virtual paraplanners often work on a contract basis with a financial planning firm. What does this mean as far as your taxes go? How is your Self Employment tax calculated? Where do you report your Self Employment tax? Self Employment Tax Self Employment Tax refers to mandatory contributions that all self-employed individuals must make to
