Tag Archives: Financial Planning

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 →

Suffering from commission anxiety? Here’s how to heal it

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When your pipeline dwindles and your next payday is uncertain, anxious thoughts can consume your day. Rachael Hite offers a financial and self-care prescription. Continue reading →

You’re the CEO of your business. Time to plan like it

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Sisters Maeda Palius and Amy Chorew offer guidance on developing a comprehensive business plan, so you can better understand your business as you plan for your financial future. 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 →

How agents can identify financial distress warning signs in clients

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Over half of Americans admit to browsing Zillow for fun. Luke Babich offers tips on finding serious buyers in the midst of this extra searching. Continue reading →

It’s that time again: Get tax savvy for 2023 and 2024

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Sisters Amy Chorew and Maeda Palius offer tips and the latest insights so you can find out what you need to know to optimize the deductions on your 2023 taxes and plan ahead for next year’s return. Continue reading →

Don’t wait! Get a jumpstart on your financial fitness

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It’s never too early to get a jump on long-term business and financial planning, sisters Amy Chorew and Maeda Palius write in their first column for Inman. Continue reading →

7 retirement milestones every real estate agent should prepare for

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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 →

The butterfly effect: How small changes can transform a business

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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 →