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  #4  
Old 08-06-2007, 03:29 PM
Mark Bole
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Default Re: Are there any serious at home jobs for investors or financialplanners?

Tad Borek wrote:
- quote -

> Mark G. wrote:
> > What types of serious work can be done from home dealing with finance
> > and investing?

> Top of my list would be "prepare taxes."

[...]
> 3. take "how to prepare taxes" courses -- H&R Block, the IRS, etc.

[...]

Step 3 might be a little more difficult than suggested.

For the first time this year, it looks like H&R Block basic income tax
courses are not open to all. In their marketing brochures they state
that the course is "not intended for, nor open to any persons who are
either currently employed by or seeking employment with any professional
tax preparation company or organization other than H&R Block".

-Mark Bole

  #3  
Old 07-05-2007, 06:06 PM
Tad Borek
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Default Re: Are there any serious at home jobs for investors or financialplanners?

Mark G. wrote:
- quote -

> What types of serious work can be done from home dealing with finance
> and investing?


Top of my list would be "prepare taxes."

1. buy PC (you probably own one)
2. figure out which version of ProSeries to license www.proseries.com
3. take "how to prepare taxes" courses -- H&R Block, the IRS, etc.
4. start putting the word out and block open a lot of free time between
late February and mid-April. Focus on simple returns at first.
5. year two: license BNA Income Tax Planner and do tax planning for all
your tax-prep clients
6. do well at grad school (which is...?)

Advantages:
1. low startup cost
2. low regulatory burden (tax prep currently lightly/unregulated - check
your state though)
3. low expertise level, if you start with basic returns. Leave your
"learning time" for what you should be doing with it (grad $chool)
4. enormous potential market: "everyone who needs to file a tax return"
5. you'll finish up with something very few new entrants to the planning
business have: a) tax expertise and b) an inside view into dozens of
peoples' tax returns, which is to say, their entire financial picture --
and they've been paying you fees for advice. Instant client base.

-Tad

  #2  
Old 07-04-2007, 12:52 AM
Will Trice
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Posts: n/a
Default Re: Are there any serious at home jobs for investors or financialplanners?



Mark G. wrote:

- quote -

> What types of serious work can be done from home dealing with finance
> and investing?


A buddy of mine and his wife used to run a mortgage brokerage from their
home. Another friend trades bonds from home. Another does financial
planning from home. The first and last would benefit from a web presence.

-Will

  #1  
Old 07-03-2007, 11:04 PM
PeterL
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Posts: n/a
Default Re: Are there any serious at home jobs for investors or financial planners?

On Jul 3, 2:08 pm, "Mark G." <roflra...[at]gmail.com> wrote:
- quote -

> I am just learning to invest, and really love it. Since high school, I
> would pick up copies of the WSJ, economist, and other publications for
> leisurely reading. It's a field I love, and that I'm dying to get
> into. I plan on graduating college(I'm 21) in a year with a degree in
> finance, but will most like go straight to grad school.
> I am seriously considering trying to work from home on my free time
> now and during grad school What types of business can be done solely
> from home. I'm very driven and am willing to commit myself to this in
> hopes of a future career. My reason is not solely for me. My fiancee
> has a phobia associated with large groups/working environments. For
> this reason, she is not able to attain a job outside of home. She
> currently runs a web design business, but still has down time that she
> could fill in helping me. She loves the web design business but has
> expressed to me that she has free time to help me if I decide to start
> a business myself.
> What types of serious work can be done from home dealing with finance
> and investing? I'm not looking for get rich quick, stock pick/gimmicky
> stuff. What training is necessary and how can I go about aquiring what
> I need to get started?
> I helped start her web business 4 years ago and currently do all her
> taxes, so i know how to set up a business and deal with the
> paperwork / headaches
> Thanks in advance for any help.



Publishing an investment advice newsletter.

 
Old 07-03-2007, 09:57 PM
wyu@talisys.com
Guest
 
Posts: n/a
Default Re: Are there any serious at home jobs for investors or financial planners?

On Jul 3, 2:08 pm, "Mark G." <roflra...[at]gmail.com> wrote:
- quote -

> What types of serious work can be done from home dealing with finance
> and investing? I'm not looking for get rich quick, stock pick/gimmicky
> stuff. What training is necessary and how can I go about aquiring what
> I need to get started?


Personal finance/personal investing blog/site and get money from
advertising. It'll be a slow ramp-up though. You won't see any results
for months until your website starts making the rounds. The author at
Getrichslowly.org says he clears about $2500/mo in advertising but
it's pretty much a full-time job writing the entries, answering emails
and networking. No training necessary -- just need the ability to
write about many different subjects to keep the traffic constantly
coming.

  #-1  
Old 07-03-2007, 09:08 PM
Mark G.
Guest
 
Posts: n/a
Default Are there any serious at home jobs for investors or financial planners?

I am just learning to invest, and really love it. Since high school, I
would pick up copies of the WSJ, economist, and other publications for
leisurely reading. It's a field I love, and that I'm dying to get
into. I plan on graduating college(I'm 21) in a year with a degree in
finance, but will most like go straight to grad school.

I am seriously considering trying to work from home on my free time
now and during grad school What types of business can be done solely
from home. I'm very driven and am willing to commit myself to this in
hopes of a future career. My reason is not solely for me. My fiancee
has a phobia associated with large groups/working environments. For
this reason, she is not able to attain a job outside of home. She
currently runs a web design business, but still has down time that she
could fill in helping me. She loves the web design business but has
expressed to me that she has free time to help me if I decide to start
a business myself.

What types of serious work can be done from home dealing with finance
and investing? I'm not looking for get rich quick, stock pick/gimmicky
stuff. What training is necessary and how can I go about aquiring what
I need to get started?

I helped start her web business 4 years ago and currently do all her
taxes, so i know how to set up a business and deal with the
paperwork / headaches

Thanks in advance for any help.

 

Tags
financial, home, investors, jobs, planners, serious
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