Opinion
7 retirement milestones every real estate agent should prepare for
Retirement may seem like a distant dream, but understanding the key age milestones can make all the difference
Jun 20
The butterfly effect: How small changes can transform a business
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
Retirement planning for all: A smart strategy for every agent
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
Summer's over: What clients need to know if they sell a vacation home
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
Raise your financial IQ: 5 smart money habits for real estate agents
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
Leverage the power of fintech to whip your wallet into shape
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
Find the right financial adviser with these 7 questions
Avoid potential misunderstandings with a financial adviser before they start by asking the right questions
Jul 12
Opinion
10 accounts agents need to optimize their business and personal cash flows
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