Tag Archives: Financial Planning

The retirement conversation that instantly elevates your authority

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Agents who confidently address retirement planning don’t just sell homes, Jeff Sibel writes. They become the trusted authority in their market. Continue reading →

Opendoor appoints new president and CFO

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Lucas Matheson of Coinbase Canada has been named president and Christy Schwartz, who had been interim CFO, has officially been given the title on a permanent basis. Continue reading →

5 reasons your plumber is quietly richer than you

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Agents are famous for promoting personas of wealth and influence, writes financial advisor Jeff Sibel, but impulsive spending today could be an agent’s retirement pitfall tomorrow. Continue reading →

7 things real estate brokers should do before the end of the year

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End of year planning should be at the top of your to-do list now. Erica Ramus shares strategies to make it more effective and more impactful. Continue reading →

Real estate beats Wall Street: How agents become wealth advisors

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For decades, Wall Street has promoted stocks as the primary means of achieving retirement wealth. But the truth is, “average” stock returns rarely play out for everyday investors, says CFP and agent Jeff Sibel. Continue reading →

Stop asking AI for tax advice (and start using it for this instead) 

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Artificial intelligence can revolutionize how you track expenses and forecast tax bills, but the strategic decisions that build wealth — S-corp elections, retirement choices — still need human expertise. Continue reading →

Will Gary Keller’s real estate recession prediction come true? The Download

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Learn the latest from last week’s Keller Williams Mega Agent Camp, and find back-to-basics tools to help you generate leads in a tough market. Continue reading →

Smart financial planning tips to protect your real estate income

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Your response to up-and-down economic cycles, grounded in solid financial planning, determines whether you survive or dominate, Certified Financial Planner Amanda Neely writes. Continue reading →