As you gather your 1099s and W2s and reconcile your accounts, writes financial planner Jordan Curnutt, don’t sleep on these key tax planning strategies that can truly move the needle this tax season. Continue reading
Retirement may seem like a distant dream, but, according to CFP Jordan Curnutt, understanding the key age milestones can make all the difference. Continue reading
You may feel that small-scale investments won’t do much for your bottom line, but, according to Certified Financial Planner Jordan Curnutt, they can have an outsized impact on your net worth. Continue reading
The optimal retirement planning strategy may differ depending on the stage of the agent’s career. According to CFP Jordan Curnutt, agents must be fully aware of the options available to ensure they are using the best plan to make the biggest impact on … Continue reading
Buying or selling a family vacation home will likely be one of the biggest financial decisions in your client’s life, according to CFP Jordan Curnutt, and could very well be one of the best life decisions they make for their family. Continue reading
When it comes to your financial future, the only dumb question is the one you didn’t ask. Let CFP Jordan Curnutt help you raise your financial IQ so that you can get a handle on your money. Continue reading
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
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
Financial experts Jordan Curnutt 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 as hard as you do. Continue reading
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