When someone close to us passes away, it starts an avalanche of decisions and tasks that need our attention. A lot of these decisions need to occur right away, at a time when every choice…
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Tax Benefits of Charitable Giving: How to Get Them
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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Your Avista Pension Benefit Is Changing. Here are 4 Questions You Need to Be Asking Yourself Immediately
If you are an Avista employee and nearing retirement, you are eligible for the extremely valuable pension benefit and need to stop and consider your options. Over the weekend, you likely received an email notifying…
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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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