The Financial Management Blog for Surprise, Arizona

Behind the Scenes – How a Paraplanner Affects You

Behind the Scenes - How a Paraplanner Affects You

Do you plan to begin working with a financial planner? This step is surely one that will help put your new year on a good path financially. And as you consult with your new financial planner, you may be directed to do some tasks alongside a paraplanner. What is a paraplanner, and how can they help you reach your goals? Here is a brief guide to this unique part of the financial planning world.

Tax Tips for Owners of Small Online Retail Businesses

Tax Tips for Owners of Small Online Retail Businesses

Whether you auction specialized antiques online, ship mugs from China, or sell handmade artwork and crafts, you probably didn’t get into it for the taxes. Maybe you started the business to do something you love. Maybe it even developed out of a hobby. In either case, taxes may be one of your least favorite parts of the business, but you still have to do them.

Blucora to Rename Wealth Management Business Unit as Avantax Wealth Management℠

Firm Offers Tax-Smart Planning & Investing Strategies to Advisors and the Clients They Serve

September 9, 2019—Earlier this year, our firm’s wealth management support and services provider, 1st Global, was purchased by Blucora, Inc., a leading provider of technology enabled solutions to consumers, small businesses and tax professionals. Blucora plans to unify its two wealth management divisions, HD Vest and 1st Global.

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Securities offered through Avantax Investment Services SM, Member FINRA, SIPC. *Investment advisory services offered through Avantax Advisory Services SM ** Insurance services offered through an Avantax affiliated insurance agency

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