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Monthly Archives: March 2015

Common Financial Challenges Faced By Blended Families

Common Financial Challenges Faced By Blended Families

 

A blended family is defined as parents who are married or living together with a stepchild or child from a previous relationship. While this type of family can enjoy a great quality of life, recent research has found that many in this group are dealing with special financial challenges. Given that traditional families now account for just 20% of the population, financial advisors looking for an area to specialize should consider blended families. Continue reading

Tax Considerations for Special Needs Individuals and Families

Tax Considerations for Special Needs Individuals and Families

Did you know that April is Autism Awareness Month? Since 1 in 68 people in the US have some form of autism, we all know and interact with families and individuals dealing with the daily challenges of autism. While research shows that April has successfully increased worldwide searches related to autism for the last decade, autism is still very misunderstood by the general public. Continue reading

How to Conquer Challenges and Successfully Market Your Financial Services

How to Conquer Challenges and Successfully Market Your Financial Services

 

If you want to be a successful provider of professional financial services, you have to know how to market yourself. As many people have learned, this process is often more challenging than expected. Looking at the big picture of professional services marketing reveals two common sets of factors that get in people’s way of finding success. Continue reading

The 7 Most Important Tax Changes for 2015

The 7 Most Important Tax Changes for 2015

 

Earlier this year, a parody website published a fake story that tax refunds would be delayed until October 15th. Although both the site and story were clearly labeled as parodies, a few actual sources picked up the story and turned it into a firestorm.

 

While refunds will follow the same schedule as they did in 2014, there were some changes made to the 2015 tax code. Although these changes are unlikely to cause public outcry, it’s worth being aware of their impact. Continue reading