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 today and where they want to be in the future and finding suitable ways to plan for life’s milestones and unexpected events. One of the smartest ways to maintain that connection between short-term and long-te...
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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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.
