new agent financial plan
Your budget turns big goals into real numbers
by Maeda Palius AND Amy Chorew Jun 4
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
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
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
Beyond the 401(k): 2025 retirement moves for agents
While most Americans default to employer-sponsored 401(k) plans, self-employed real estate professionals need more adaptable solutions, Certified Financial Planner Amanda Neely writes
by Amanda Neely May 15
Easy-peasy tax filing: A simple 5-step roadmap
Tax season is officially underway. Amy Chorew and Maeda Palius share strategies to help you prepare and organize documents so that you can make the process as stress-free as possible
by Amy Chorew AND Maeda Palius Feb 24
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
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
9 financial tips for new (and not-so-new) agents 
Opinion
Here are some financial tips and techniques that can help you earn more, save more and prepare for eventual retirement
by Jay Thompson Jul 22