Personal Financial Specialist

  1. Top Tips for Minimizing Taxes on Social Security

    Social Security benefits are taxable under certain circumstances. Here are some ways ...
  2. Top Tips for Minimizing Taxes on Severance Pay

    A look at the top ways to lessen the tax burden on severance pay.
  3. Computer-Based Financial Planning: How it Works

    Computer-based financial planning is on the rise. Here's a look at the different ...
  4. Add Beneficiary Designations For Divorcing Clients

    Failing to update beneficiary designations following a divorce can cost your loved ...
  5. Tips for Insuring Your Salary

    Those with high incomes really can’t afford to be without disability insurance. Here's ...
  6. What’s Behind The Sluggish Economic Recovery

    While the economy is improving, the rate of improvement is much lower than economists ...
  1. Computer-Based Financial Planning: How it Works

    Computer-based financial planning is on the rise. Here's a look at the different ...
  1. What financial certifications or exams do I need to complete in order to qualify ...

    In general, most states require the successful completion of the Series 65 exam or both the Series 7 and Series 66 exams. ...
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