Tag Archives: financial advice

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 →

Talking money is ‘a form of protest,’ financial expert Tori Dunlap says

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With 1.9 million Instagram followers and a best-selling book, financial expert Tori Dunlap sits down with Rachael Hite to share how she’s educating women on talking about money — out loud. Continue reading →

Women are masters of the financial universe. They just don’t know it

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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 →

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 →

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 →

Tune in: 5 podcasts your wallet will thank you for

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Fair warning: These podcasts are guaranteed to change how you see money, according to coach Rachael Hite. Keep a notebook handy because you are bound to hit pause and repeat with some of the thought-provoking and budget-changing advice on offer. Continue reading →

8 things agents need to know about filing 2020 taxes

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North Carolina-based tax professional Dalaine Bradley shares what real estate agents need to know about filing taxes in the midst of a pandemic. Continue reading →