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,…
Read More
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…
Read More
How Does a Credit Freeze Work?
Credit freezes have become an essential tool in safeguarding your identity and protecting yourself from fraudsters. Unlike credit monitoring services, which are reactive, a credit freeze takes a proactive approach to prevent fraudulent applications for…
Read More
How to Beat Inflation in Retirement
Inflation and Retirement: 3 Strategies to Protect Your Money Inflation is a still hot topic these days for good reason. The rate of inflation has come down from the highs of 2022, but is still…
Read More
7 Types of Insurance for Real Estate Agents
Insurance for Real Estate Agents: What to Know As a real estate agent, you’ve worked hard to build your career and accumulate wealth. But unforeseen events can jeopardize everything you’ve achieved. That’s why it’s crucial…
Read More