You refresh your inbox, and there it is—the email from the closer letting you know your most recent million-dollar listing has closed! It has been a long haul finding the perfect home for your clients…
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The In’s and Out’s of Required Minimum Distributions
EXECUTIVE SUMMARY: Required Minimum Distributions, commonly referred to as “RMD’s” for short, are a fact of life for the typical American retiree. As the country slowly transitioned from retirement benefits consisting of guaranteed payments by…
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3 Ways to Financially Plan for a Child
EXECUTIVE SUMMARY: Although those first few months of life (and the next 18 years for that matter) can be quite the whirlwind, there are a handful of financial planning tasks that are imperative to complete….
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Media Highlight: 5 Ways To Get Your Finances Ready for Holiday Spending
Bankrate interviewed Quantum financial planner Jordan Curnutt, CFP® for tips on how to prep for the 2020 holiday season. Click the link below to read the full article via bankrate.com: https://www.bankrate.com/savings/get-your-finances-ready-for-holiday-spending/
To Refinance, or Not to Refinance?
This article highlights three areas that should be driving your decision-making when it comes to taking advantage of today’s low interest rate environment. EXECUTIVE SUMMARY Historically low interest rates have become a byproduct of the…
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