Tag Archives: financial planner

How you should leverage your financial advisor

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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 →

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 →

Always growing: Surround yourself with trusted advisors

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Sisters Amy Chorew and Maeda Palius share why it’s important to surround yourself with a group of trusted advisors to support your personal and business growth. Continue reading →

Always growing: Surround yourself with trusted advisors

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Sisters Amy Chorew and Maeda Palius share why it’s important to surround yourself with a group of trusted advisors to support your personal and business growth. 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 →

Leverage the power of fintech to whip your wallet into shape

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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 →

How to use job titles to prospect and make connections

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Almost every person in the world could be a referral source, if you think creatively. Here’s what to look for and what to think about when you’re looking for referrals from people in different industries. Continue reading →