Date: Thu, 5 Jul 2007 13:06:22 -0500
From: Tad Borek 
Newsgroups: misc.invest.financial-plan
Subject: Re: Are there any serious at home jobs for investors or financial
 planners?
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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."

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