11 how-tos to help you plan your tax season

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

Leverage the power of fintech to whip your wallet into shape

Whether you’re a new agent or a top producer, it takes planning and some smart tech tools to get your finances shipshape for the long haul. Let CFP Jordan Curnutt help you make these easy-to-use fintech tools part of your gameplan. Continue reading

The investment edge: Leverage your real estate skills to fund your future

Real estate investment is not an overnight, get-rich-quick type of financial maneuver, but it can pay huge dividends in the long run. Broker Ian Hoover draws on his personal experience to provide a roadmap and get you started. Continue reading

Hunting for the right financial adviser? Ask these 8 questions before you hire

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

How Fathers Helped 17 Financial Experts Shape Their Future

Understanding financial concepts as a child plays an integral part to being fiscally responsible as an adult. Research shows that teaching kids about money from a young age can have a huge impact later in life. In honor of Father’s Day, we spoke … Continue reading

At a glance: A financial guide for for your first year in real estate

This month-over-month financial plan will help walk you through where you should be and help you avoid any cash-flow pitfalls in your first year. Bookmark this handy list — and refer to it often. Continue reading

To retire, not retire or un-retire: Explore your options

No one talks about retiring and unretiring, yet people do it, says broker Teresa Boardman. Here’s why she challenges the notion that retirement has to be forever. Continue reading

You told us your exit strategies. A CPA breaks down what works (and what doesn’t)

In a recent Pulse column, Inman asked its readers for their take on their own personal retirement plan or exit strategy. After reading each response, financial planner Jordan Curnutt could not help but let his financial planning brain start running wit… Continue reading