If you turn 65 in 2024, it is imperative that you sign up for 2024 Medicare enrollment during your designated registration window to avoid penalties when receiving Medicare benefits later on. However, the signup window…
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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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