Savvy tax strategies to see you through the 2023 tax season
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
by Jordan Curnutt Feb 19
What's your 100-year plan? Finding ikigai in life and business
The median age for Realtors is 60, with more people living to 100. Senior housing expert Rachael Hite says it's time to leverage age and experience to build a lasting legacy
by Rachael Hite Feb 9
7 retirement milestones every real estate agent should prepare for
Opinion
Retirement may seem like a distant dream, but understanding the key age milestones can make all the difference
by Jordan Curnutt 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
by Jordan Curnutt May 17
Retirement planning for all: A smart strategy for every agent
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
by Jordan Curnutt Mar 3
This summer, learn how to help clients buy or sell a vacation home
Buying or selling a vacation home will likely be one of the biggest financial decisions in your client’s life, according to CFP Jordan Curnutt, and could be one of the best decisions they make
by Jordan Curnutt Oct 6
Raise your financial IQ: 5 smart money habits for real estate agents
You can never know too much when making good financial decisions. CFP Jordan Curnutt shares 5 habits to help you learn about financial planning consistently
by Jordan Curnutt Aug 26
Leverage the power of fintech to whip your wallet into shape
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
by Jordan Curnutt 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
by Jordan Curnutt Jul 12
Escape the rat race: CFP-approved strategies for financial freedom
Opinion
Financial planner Jordan Curnutt weighs in with his best advice on your personal retirement plans and exit strategies
by Jordan Curnutt Jun 3
15 smart money management rules to live by
There’s always something new to learn about making better financial decisions. From the simple to the complex, here’s a roundup of smart money moves to make now
by Christy Murdock May 19
7 tax-advantaged accounts every real estate agent needs to consider
Opinion
You have myriad options to be saving for your future financial success. Find out how to maximize the potential of your investments
by Jordan Curnutt May 17