Financial Education Resources

Recent ACP Member Blogs

  • Looking at your insurance picture? Wondering what to consider, what to prioritize, what to do? Let’s go through 15 quick ideas.
  • Hiring: Paraplanner

    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 [] The post Hiring: Paraplanner appeared first on ProsperiTea Planning - Wendy Marsden, CPA, CFP® - Greenfield, MA .
  • 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 [] The post Tax Season Receptionist (at least) appeared first on ProsperiTea Planning - Wendy Marsden, CPA, CFP® - Greenfield, MA .