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 something on your computer screen? Will you want to see something on theirs? Knowing the answers to these questions will help you determine which meeting technology to use. 2. Email a personalized meeting invi...
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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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 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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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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Read MoreAll written consent on this site is for information purposes only. Opinions expressed herein are solely those of Secure Investors Group and our editorial staff. Material presented is to be from reliable sources; however, advisory services are offered by Secure Asset Management, L.L.C., a Registered Investment Advisor.
Insurance services offered through Secure Investors Group. Advisory services offered through Secure Asset Management, L.L.C. Tax services offered through Secure Tax Services, L.L.C. Mortgage services offered through Secure Mortgage Funding, L.L.C. The aforementioned companies do not offer legal advice or services.
