As a real estate agent, you’ve probably fallen into the habit of kicking off your tax planning efforts in March, with a mad rush to get everything sorted by the April 15th deadline – if…
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Real Estate Agents Don’t Need a Budget
Let’s begin by addressing a common misconception – the idea that real estate agents need a strict traditional budget to thrive financially. While budgets can be useful tools, especially early in your career, they may…
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How Top Real Estate Agents Can Manage Uneven Income Streams
As a CERTIFIED FINANCIAL PLANNER™ specializing in helping real estate agents, I understand the unique financial challenges top-producing real estate agents face. According to the most recent study by the U.S. Bureau of Labor Statistics,…
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Pre-Approval Letter for Retirement
How Much Do I Need to Have Saved to Retire? The question of retirement savings is a common concern among many individuals, especially those approaching the end of their working years. Realtors®, in particular, frequently…
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7 Essentials for Insurance Planning for Real Estate Agents
How to Protect Your Hard-Earned Commission Income and Net Worth with Insurance Planning As a real estate agent, you’ve worked hard to build your career and accumulate wealth. But unforeseen events can jeopardize everything you’ve…
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