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 finretancial mistakes many agents make. These…
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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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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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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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Financial experts Jordan Curnutt, CFP® and Michael Kilner outline a plan to apply the principles of the envelope or bucket method to both banking and investment accounts. That way, you can make your money work…
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