If you haven't heard there is a new online scam called "pig butchering" you need to be aware of. It's not your typical phishing attempt, but a devious social engineering scheme preying on unsuspecting victims seeking love or friendship online. Pig butchering is a harsh and to some gross way to describe the scam but the amount of millions lost to it each year will ...
A clear plan focusing on clients with the right team is the blueprint Advisors need to grow their business. Learn more with Bryan E. Spencer and...
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On the inaugural episode of our new podcast, Building Winning Practices, Bryan Spencer sits down with special guests Mark "MJ" Josefczyk from RI...
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Virtual meetings are now a staple in our tool box of business tools but they can easily become time-wasting distractions without proper planning and exe...
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The first step in a succession plan is to envision what retirement means to you. Does it come at a certain age or when you’ve reached a specific goal? Over...
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You’ve spent a career helping clients prepare for retirement. But have you taken the time to think about your own? Industry-wide, the shockwaves are forthco...
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Great financial advisors have their eyes on the short-term and long-term goals of their clients. They are often building bridges between where clients are t...
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Good news…the Treasury Department and IRS pushed back the tax filing deadline for individuals to May 17, 2021. The bad news…it is too late to implemen...
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1. Choose the right technology for the job and think about the things you want to accomplish during the meeting. Will you need to show your clients so...
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1. Reinvested dividends This isn’t really a tax deduction, but it is a subtraction that can save your clients a lot of money. And it's one that many taxp...
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Mortgage interest above $750,000 Homeowners previously were able to write off the interest on mortgages up to $1 million. Under the new tax law, however, th...
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Removal of the age limitation on IRA Contributions. Previously, the starting age for required minimum distributions (RMDs) from retirement plans and tradit...
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The Mortgage. A portion of the mortgage or rent; property taxes; the cost of utilities, repairs, and maintenance; and similar expenses may be deducted. Gene...
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With the SECURE Act being signed into law you should be reaching out to your clients with workarounds to minimize taxes. The Secure Act has been the l...
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There is an art to writing emails and the best way to have a prospect open your emails is to have a strong subject line, great opening line with good copy, ...
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Secure Financial Group can help you get your sales numbers up for 2020. From helping you with being more proactive in your prospecting to developing audienc...
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Estimate the 2019 tax by adding up the taxable income streams, then subtracting the tax breaks to use. This will help determine whether to take the standard...
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Many individuals own a variety of digital assets which can include anything from domain names, stored photographs, online stores, music, PayPal accounts, al...
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By Bryan E. Spencer, President Closing a deal is always the most heavily emphasized aspect of sales, but you'll never have the opportunity to close deals...
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By Hollie Spencer Asking for referrals is essential to bringing in new clients. I get it, it's much easier to do business with people you know or if peop...
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Insurance services offered through Secure Investors Group. Advisory services offered through Secure Asset Management, L.L.C., a Registered Investment Advisor. Tax services offered through Secure Tax Services, L.L.C. Mortgage services offered through Secure Mortgage Funding, L.L.C. Securities offered through Aurora Securities, Inc. (ASI) Member: FINRA/SIPC. The aforementioned companies are all affiliated companies and maintain common ownership. They do not offer legal advice or services.
For financial professional use. Advisory services are offered through Secure Asset Management, LLC., a registered investment advisor.
