As you gather 1099s and W2s and reconcile accounts, writes financial planner Jordan Curnutt, don’t sleep on these key tax planning strategies that can truly move the needle this tax season
Feb 19
Opinion
Retirement may seem like a distant dream, but understanding the key age milestones can make all the difference
Jun 20
You may feel that small-scale investments won't do much for your bottom line, but this CFP says they can have a big impact on your financial future
May 17
Opinion
Regardless of what stage you're at in your real estate career, it's never too early or too late to start building a retirement plan
Mar 3
Buying or selling a family vacation home may be one of the biggest financial decisions in your client’s life and could be one of the best life decisions they make for their family
Oct 6
You can never know too much when it comes to making good financial decisions. CFP Jordan Curnutt has 5 habits that will help you learn about financial planning consistently
Aug 26
Opinion
Whether you're a new agent or a top producer, it takes planning and some smart tech tools to get your finances shipshape for the long haul
Aug 6
Avoid potential misunderstandings with a financial adviser before they start by asking the right questions
Jul 12
Opinion
Apply the principles of the envelope or bucket method to both banking and investment accounts to make your money work as hard as you do
Jun 25
Opinion
Financial planner Jordan Curnutt weighs in with his best advice on your personal retirement plans and exit strategies
Jun 3
Opinion
You have myriad options to be saving for your future financial success. Find out how to maximize the potential of your investments
May 17
Opinion
Agents who had a blockbuster year in real estate need to ensure that there's a financial plan in place. Here are some key tax planning strategies to consider
Apr 11