Real estate professionals and financial advisers can help individuals make informed decisions, writes investment expert Michael Conticelli, whether buying a home, pursuing alternative investments or building a real estate portfolio. Continue reading
Within the next five to eight years, women will control an astounding $32 trillion of the country’s wealth. Sadly, many are totally unprepared to handle what’s ahead. Continue reading
Running your own business comes with a slew of rules, regulations and obligations. As a new agent, it’s critical to keep your finances in check and prepare for taxes from the get-go. We’ve rounded up our top resources to help you get ahead of what’s co… Continue reading
If you’re on the hunt for the right financial adviser for you, be sure to ask these questions to ensure you do not end up expecting one level of service and receiving another, writes CFP Jordan Curnutt. Continue reading
There are so many options to consider when you’re thinking about who is on your team in the larger sense. Who you partner with matters. Here are some key relationships you need to cultivate. Continue reading
In challenging times like these, the topic of investing wisely can seem somewhat unimportant. But while your physical and mental health are clearly paramount, you’ll also want to take good care of your finances. That’s why two personal finance experts … Continue reading
So many agents wait too long to plan for the future. I have no clue about your financial situation, but I do know that you need to fully understand your finances and how they will impact your future. Continue reading
Looking for investment advice in midlife can be tricky, so many of us turn to experts for help. But sometimes, those “experts” can be more harmful than helpful. Sadly, I speak from experience. I thought smooth-talking salesmen would never scam me. Afte… Continue reading
So much about retirement planning is about making smart money decisions to get you to the time when you’ll retire. But what about managing your money after you retire? The latest Friends Talk Money podcast episode, which you can hear wherever you get p… Continue reading
When my husband, Dale, passed away at age 57 from a sudden, massive heart attack two days before Thanksgiving in 2018, the last thing on my mind was the finances. This quickly changed, however, when I realized that as a relatively young widow of 54, I … Continue reading