Post things that remind people of the emotions they had just a few weeks ago and give them a good call to action!
Example;
Many times during a person’s financial planning life, they look back with regret. “I should have sold my stock portfolio the week before.” “I should have bought that stock that is now at a billion.” “My buddy told me to buy X and I didn’t.” “I should have bought long-term care insurance.” Etc, etc, the list goes ON AND ON, but people don’t seem to have the same regret over tax planning errors or things they could have done strategically, and in most cases it’s the easiest thing for them to do, and the thing that’s going to have a more predictable outcome versus speculative things that they think about. You could retroactively wish that you had bought Disney when it was at 34, now that it’s at 65, but all you’re doing is dreaming about being a better guesser.
With the tax code, it’s cut and dry. There are things that you can do right now that you absolutely know the total result of after they’re accomplished. They provide real savings all the time. For instance, if you have a lower income, don’t contribute to your company’s 401k with pretax dollars. If you’re in the 15% bracket or lower, you’re smarter to take advantage of the company’s Roth 401k, not avoid the tax now, but take the match in a place where the growth will be free forever of tax and then let it grow a lifetime. Later in your life when you’re in the 25% or higher tax bracket, you’ll enjoy a large portfolio of tax free cash to tap into.
These are the kinds of regrets that we can help you avoid because our tax office does proactive tax planning. It’s Spring, and it’s time to plant tax planning strategies and let them grow, just like you’re planting bulbs in your garden.
Call, text, e mail or walk in our door today for a fifteen minute tax review, and if we can’t show you at least one tax strategy that you agree would be good for you to execute, then we’ll give you a $50 summer savings Visa card to enjoy purchasing some beach towels or whatever!
Just keep sending regular and interesting information and invite them to call you and come in! Social Media is powerful , free and more and more prospects are listening!
As Always, you`re welcome!
The ‘Tax What-if” Dr;-)