CONTACT

CONTACT WALTER

559 S. Washington Ave., Kankakee,IL 60901

P.815.929.9258 P.815.929.9200

walter@waltersanford.com

"Thank you so much for your spectacular presentation at our event last week! Your energy level and knowledge are what made it a very successful event for us!" Sue Woodard, CTX Mortgage

READ WHAT OTHERS SAY

RE-THINK THAT CHRISTMAS OFFERING November 27th, 2007 | Posted in General Real Estate

Instead of the hand engraved calligraphy mess you spend all December preparing come up with something that benefits the client.  A calendar that gives your client a real estate or financial wealth goal every month.  January – determine where the investment is going to come from to fully fund all tax advantaged investments prior to April.  February – determine if it might be time to re-establish depreciation in any investment properties.  March – plan to talk to accountant about the tax ramifications of disposing of any assets that take peace away from your life.  April – get rid of toys that you do not use or do not need to help pay the taxes you earn.  People are starting to look for summer toys!.  May – plan a family vacation because there is no larger asset than your family happiness.  June – Determine the value of your real estate and whether you have the best financing for your lifestyle.  July – Determine improvement projects that are most likely to show a return at sale.  August – start planning year end strategies to minimize taxes.  September – Plan a real estate investment goal for next year by using equity in currently owned real estate.  October – Check into college 529 plans or health insurance savings accounts to help pay for expensive necessities in a tax advantaged manner.  November – review your goals as to faith, family, fun, fitness, friends and personal finances.  December – review your insurance coverages for amounts and true need.

As you can see, change someones life with a calendar that points to you being their “big picture” finacial person.  Real estate is the largest investment they may ever make.  Your responsibility is awesome!

Leave a Reply



SUBSCRIBE/UNSUBSCRIBE

To subscribe or unsubscribe to/from our blog, please click here.

POSTS BY CATEGORIES


WANT TO KNOW MORE ABOUT WALTER?

Click on one of the links below to read more about Walter has to say about the real estate market.

Linked In