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
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
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
An image of a stressed woman standing in front of IRS forms to symbolize year-end tax planning tips real estate agents.
Strong tax strategies start with strong records. Tax expert Maeda Palius shares her best tax tips and hacks for tax preparation
by Maeda Palius Oct 14
A woman working at a computer symbolizing how to set up a new real estate business.
Jessica Souza shares a beginner-friendly roadmap to structure your business, build your team and feel confident in your new role as a self-employed CEO
by Jessica Souza Sep 12
Want steady income? Pay yourself 1st. Build wealth 2nd
Make business finance as intuitive as selling houses with this proven cash management system
by Amanda Neely Jun 17
5 financial tasks to delegate to boost productivity and profit
Delegating key financial tasks to a trusted advisor allows you to concentrate on what matters most: Building and growing your real estate business, Julia Lashay Israel writes
A couple sitting at the table, looking at taxes to represent a homeowner tax tip.
By diving deeper into these strategies, Amy Chorew and Maeda Palius write, you safeguard your finances and build a more informed, agile approach that could serve you for decades
by Amy Chorew AND Maeda Palius May 5
4 smart financial moves for new real estate agents
From planning for April 15 to planning for the future, coach Verl Workman offers strategies to help you stay on track with your financial prep
by Verl Workman Feb 19
How you should leverage your financial advisor
Wealth manager Chris Snowden shares financial strategies for making the most of your real estate investments with Realtor Amy Chorew and CPA Maeda Palius
by Amy Chorew AND Maeda Palius Dec 10
Money grows where trust flows: How to choose the right advisors
Sisters Amy Chorew and Maeda Palius discuss the importance of building a trusted network of advisors to support both personal and business growth
by Amy Chorew AND Maeda Palius Aug 21
Leverage your time by using a qualified bookkeeper
Think about the time you spend doing your own bookkeeping, Maeda Palius and Amy Chorew write, then contrast that with profit potential of using that time for income-generating activities
by Maeda Palius AND Amy Chorew Jun 26
It's that time again: Get tax savvy for 2023 and 2024
Sisters Amy Chorew and Maeda Palius offer tips and the latest insights so you can optimize the deductions on your 2023 taxes and plan ahead for next year's return
by Maeda Palius AND Amy Chorew Nov 13