business

Hiring: Paraplanner

 in Our business  tagged business / hiring by (updated 421 days ago)

We are currently searching for a full-time Paraplanner to join our busy firm. As a Paraplanner at ProsperiTea Planning you will be responsible for assisting in nearly every aspect of running the business. Paraplanner Duties: Update Client Plans: Update Net Worth Statements in Excel using material provided by the clients. Update MoneyGuidePro with recent statements from clients, making sure asset allocation is coded approximately right.   Update rebalancing workpapers from MoneyGuidePro. Support Prospecting: Rank prospects according […]

Tax Season Receptionist (at least)

 in Our business  tagged business / hiring by

Entry-level tax season assistant needed. We hire at least a receptionist, but if someone has an interest in tax-prep data entry please apply and we’ll add duties and compensation to match.   Duties include: Seasonal Tax Prep Assistant duties: Answering phones using a flowchart to respond Receiving and scanning paperwork that comes in to a pre-set scanned file location Updating project workflows to report things you know happened Cover reception desk in person to keep […]

Seeking Seasonal Assistant

 in Our business  tagged business / hiring by (updated 870 days ago)

Are you interested in working for ProsperiTea Planning (formerly Tea & Taxes) during a tax season? Every year we hire at least one, and sometimes two assistants for our busy season. Duties include: Seasonal Tax Prep Assistant duties: Answering phones, taking messages Fielding emails, chasing down missing pieces Scanning and filing Data entry into tax software Updating project workflows as things change Client reception Handing out returns to clients Accepting payment from clients Software includes: The […]

College Savings Plans

Why use my Custodian?

 in Our business / ProsperiTea Planning / Thanksgiving Family Money Letter  tagged business / investing / new prospects / security by (updated 870 days ago)

There is an enormous difference between working on individual retail accounts and working with the tools a professional custodian gives me. Benefits to you include: Better access to institutional-class funds. Because of my fiduciary business model and professional credentials, I’m authorized to use DFA funds (Dimensional Fund Advisors). I can only access them through my professional custodian, though. These are generally acknowledged to be as good as (or better) than Vanguard funds. No-load access to otherwise-loaded mutual […]

Get on our mailing list

 in Our business / Thanksgiving Family Money Letter  tagged business / new prospects / Thanksgiving Family Money Letter / web by (updated 870 days ago)

We only do one mailing a month if you aren’t already a retainer, so this is a pretty low-traffic list to be on! The “Thanksgiving Family Money Letter” comes out on Thanksgiving, filled with tips to share with the family. First Name: Last Name: Email: Phone: City: State/Province: Notes about the inquiry Referral Spouse Updated 11.18.2017

In Case of Death

In case of death…

 in ProsperiTea Planning / Tea & Taxes  tagged ACP / business / disability / emergency preparedness / estate planning / succession planning by (updated 870 days ago)

Ever wonder what happens to you, as a retainer, when your financial advisor dies? Even though I am barely 50 as I write this, I actually have given this a lot of thought. Here are the things I’ve done to make sure my people are taken care of in case I am suddenly unable to. (I used to say “hit by a bus”, but a bus driver once vented to me about how much he […]

Did you know that I am more than just a CPA doing a tax prep service?

 in CFP / ProsperiTea Planning / Tea & Taxes  tagged business / financial advising / financial planning by (updated 870 days ago)

April 25, 2016 As a Certified Financial Planner™professional, and as someone registered in Massachusetts as an Investment Advisor, I work as a fiduciary comprehensive financial planner for a group of people who have me on an annual flat-fee retainer as their “financial concierge”. This service includes: retirement planning, estate planning, strategizing for financial aid, investment advising and management, setting up (or rebalancing) your overall asset allocation for your investments, tax planning and preparation, and advising […]

ProsperiTea Planning
Thanksgiving Money Letter

Thanksgiving Family Money Letter – 2015

 in CFP / Financial wellness / Our business / ProsperiTea Planning / Tax Updates / Tea & Taxes / Thanksgiving Family Money Letter  tagged book reviews / business / financial planning / taxes / Thanksgiving Family Money Letter by (updated 295 days ago)

  Happy Thanksgiving! The biggest payoff comes from being good at things that are absolutely under our control. That’s the lesson I’ve learned studying economics, finance, and investment theory. That includes saving for goals, being a judicious consumer, and maintaining your relationships, your health, and your emotional wellness. One of my new gurus, Bert Whitehead, wrote a book called Why Smart People Do Stupid Things with Money: Overcoming Financial Dysfunction. He says not to put too […]

The retainer-based financial planning model

 in CFP / ProsperiTea Planning  tagged ACP / business / financial planning by (updated 870 days ago)

A fee-only fiduciary certified financial planner is someone who is a financial professional. “Fiduciary” means “putting your interests ahead of my own. Not equal to, but ahead. I have to act as a trustworthy agent for you. It’s the professional standard that you should insist on, but most people never even realize there’s that option. There are over 600,000 broker/dealers in the United States and about 2,500 members of the National Association of Personal Financial Planners (the […]

ProsperiTea Planning

Thanksgiving Family Money Letter – 2013

 in Tax Updates / Thanksgiving Family Money Letter  tagged business / financial planning / retirement planning / taxes / Thanksgiving Family Money Letter by (updated 870 days ago)

2013 Year-End Tax Planning and Financial Wellness 2013 Thanksgiving Family Money letter   November 27, 2013   Welcome to my annual Thanksgiving Family Money letter! I’m attaching the nicely formatted PDF of the letter to an email, but also including the actual text inline here, in case you don’t like to open attachments or spam filters got the email.  (It’s just more readable as a PDF, I think.) I’ve recently completed several continuing education courses, […]