Author: Saad Zariff

As with any service profession, one of your biggest challenges is convincing your potential clients to choose you, and to stick with you through the years. 

As a financial advisor, one of your key responsibilities is to help your clients navigate market volatility and stay on track towards their long-term financial goals.

Two popular options for small-business owners and self-employed individuals are the SEP IRA and the solo 401(k), both of which offer a number of benefits and tax advantages.

As a financial advisor, one of your key responsibilities is to help your clients plan for a financially secure retirement. In addition to building a robust investment portfolio, it is equally important to focus on maximizing tax efficiency in retirement