As a real estate agent and, by extension, a small business owner, managing finances is a critical aspect of running a successful business. Unfortunately, financial mismanagement leads to common financial mistakes many agents make. These…
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Questions to Ask Your Financial Advisor
If you’ve saved diligently into your company 401k plan over the course of your career and are wondering if it’s time to make the jump to retirement, this is a good time to consider working…
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How to Get Tax Benefits on Charitable Giving
Top Strategies for Real Estate Agents to Receive Tax Benefits on Charitable Giving I cannot tell you if it’s the Christmas spirit or simply procrastination that leads people to make a tax-deductible gift at the…
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Media Highlight: Summer’s over: What clients need to know if they sell a vacation home
Financial expert Jordan Curnutt, CFP® talks about what clients need to know if they sell a vacation home on inman.com. Click the link below to read the full article via inman.com: https://www.inman.com/2022/10/06/summers-over-what-clients-need-to-know-if-they-sell-a-vacation-home/
Income ≠ Wealth
If you’re like most real estate agents I speak with, you know how much you made last year—but do you know your wealth? You see, while income and wealth have the potential to be closely…
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