Tag Archives: Financial Planning

10 hot income tax strategies that can save money on your return

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Use this list to determine where you are paying the IRS more than you should and to protect your personal and business finances, trainer Bernice Ross writes. Continue reading →

How to find the freedom your team was supposed to provide

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You built the team for freedom, but without the right financial architecture underneath it, a real estate team doesn’t reduce your risk, Amanda Neely writes. It multiplies it. Continue reading →

Your brand should shout. Your finances should whisper

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Great marketing demands attention. Great financial systems quietly do their job, CFP Amanda Neely writes, and that’s exactly the point. Continue reading →

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 →