2024 Guide to Spokane Financial Advisors Are you searching for a Spokane financial advisor to help you develop a retirement strategy, reduce your tax bill, and achieve your financial goals? You’re in the right place!…
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Why Fall is the Perfect Time to Optimize Your Tax Planning
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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Traditional vs. Roth IRA: Deciding Between Immediate Tax Deduction and Tax-Free Retirement Income
Saving for retirement should be a straightforward concept: by setting aside a portion of your income now and living within your means, you pave the way for a comfortable retirement using your accumulated savings. While…
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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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