Financial advisor debunks TikTok ‘finfluencer’ advice

That viral tax hack might tank your business, CFP Amanda Neely writes. Here’s how to tell the difference between entertainment and actual financial guidance and why your follower count won’t save you. Continue reading

Proactive tax planning: How to maximize your returns this fall

For real estate professionals, tax planning isn’t just about filing at year-end; it’s about maintaining accurate records throughout the year. Tax expert Maeda Palius shares her best tax tips and hacks for tax preparation. Continue reading

From W2 to 1099: How to set up your real estate business

Jessica Souza shares a beginner-friendly roadmap to structure your business, build your team and feel confident in your new role as a self-employed CEO. Continue reading

5 financial tasks to delegate to boost productivity and profit

Delegating key financial tasks to a trusted advisor allows you to concentrate on what matters most: Building and growing your real estate business, Julia Lashay Israel writes. Continue reading

How you should leverage your financial advisor

Wealth manager Chris Snowden shares financial strategies for making the most of your real estate investments with Realtor Amy Chorew and CPA Maeda Palius. Continue reading

Leverage your time by using a qualified bookkeeper

Think about the time and effort you spend doing your own bookkeeping, Maeda Palius and Amy Chorew write, then contrast that with profit potential of using that time for income-generating activities. Continue reading

Don’t hire a financial adviser without reading this first

Here’s what real estate agents should know about finding a financial adviser and creating a plan that will bolster your pockets and peace of mind. Continue reading

Dollars and Sense: Why you need a financial adviser

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