new agent financial plan
Your budget turns big goals into real numbers
by Maeda Palius AND Amy Chorew Jun 4
financial advice for women in real estate
Women in real estate are overcharged and underserved by the conventional financial system
by Amanda Neely May 6
Bernice Ross' headshot in front of an IRS building to represent income tax strategies.
Use this list to determine where you are paying the IRS more than you should
by Bernice Ross Apr 8
How to find the freedom your team was supposed to provide
Without the right financial architecture, your real estate team multiplies your risk
by Amanda Neely Apr 8
How to avoid being ambushed by a cash flow crunch
It's time to get a handle on your business and personal finances
by Bernice Ross Mar 23
branding and personal finance
Great marketing demands attention. Great financial systems quietly do their job
by Amanda Neely Mar 10
real estate investing
Agents who confidently address retirement planning don’t just sell homes, Jeff Sibel writes. They become the trusted authority in their market
by Jeff Sibel Feb 24
allocating commissions for financial planning
Implementing a simple allocation system can transform financial stress into financial confidence
by Amanda Neely Feb 17
Opendoor appoints new president and CFO
Lucas Matheson of Coinbase Canada has been named president and Christy Schwartz, who had been interim CFO, has officially been given the title on a permanent basis
by Lillian Dickerson Dec 15
financial planning strategies
Delegating financial tasks can free up your time, but some decisions should never leave your hands, Amanda Neely writes. Here's what to keep close
by Amanda Neely Dec 8
5 reasons your plumber is quietly richer than you
Agents are famous for promoting personas of wealth and influence, writes financial advisor Jeff Sibel, but impulsive spending today could be an agent’s retirement pitfall tomorrow
by Jeff Sibel Nov 18
end-of-year planning
End of year planning should be at the top of your to-do list now. Erica Ramus shares strategies to make it more effective and more impactful
by Erica Ramus Nov 6
Photo of home in front of stock exchange to convey How real estate agents become wealth advisors
Opinion
CFP and agent Jeff Sibel warns that stock market volatility is straining retirements, but savvy real estate agents can step up with strategies that outperform Wall Street
by Jeff Sibel Oct 23
AI tax mistakes
Artificial intelligence can revolutionize how you track expenses and forecast tax bills, but the strategic decisions that build wealth, Amanda Neely writes, still need human expertise
by Amanda Neely Oct 15
picture of Wall Street bull statue, showing the role the market plays in retirement for real estate agents
Markets rise. Markets fall. But, according to financial planner Amanda Neely, smart real estate agents build financial systems that keep working, no matter what the headlines say
by Amanda Neely Sep 16