Tag Archives: finances

Easy-peasy tax filing: A simple 5-step roadmap

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Tax season is officially underway. Amy Chorew and Maeda Palius share strategies to help you prepare and organize documents so that you can make the process as stress-free as possible. Continue reading →

Are you fiscally fit? The financial checkup your business needs

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Maintaining a healthy cash flow, controlling debt, building an emergency fund, planning for taxes and retirement — Keller Williams’ Julia Lashay Israel serves up the financial gut check questions every business needs to ponder. Continue reading →

How did we get here? How to talk about the economy with clients

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How did we get here, and what should we be focusing on as agents? These are the questions Jimmy Burgess posed to Keeping Current Matters’ George Ratiu, chief economist, and David Childers, president. Continue reading →

Never created a real estate budget? 11 smart-money tips to help

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In real estate, nothing is guaranteed. Plan ahead, and build good financial habits with these essential budget tips to weather the many seasons of the real estate market, Ojo Labs’ Chris Heller writes. Continue reading →

NAHREP’s 10 Disciplines help Hispanic Realtors develop wealth

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Broker and trainer Justine Jimenez Garcia shares how the National Association of Hispanic Real Estate Professionals (NAHREP) and its 10 Disciplines help Hispanic Realtors develop a path to personal wealth and optimal influence. Continue reading →

11 how-tos to help you plan your tax season

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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 →

At a glance: Expenses agents should be tracking from the get-go

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As we enter the fourth quarter, now’s the time to get your finances in order for Tax Day. Here’s a quick look at what is and isn’t deductible as you prepare for tax season in real estate. Continue reading →

Comfort can kill your business. Here’s what to watch for

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Comfort can be a killer if you’re not careful. In life you’re either growing or you’re dying. Growth and comfort can not coexist, says Jimmy Burgess. If you’re comfortable in these five areas, it might be a foretell that your business will decline. … Continue reading →

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

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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 →

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

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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 →