Tag Archives: Financial Planning

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 →

Never created a real estate budget? 11 smart-money tips to help

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In real estate, nothing is guaranteed. Plan ahead, and build good financial habits with these essential budget tips to weather the many seasons of the real estate market, Ojo Labs’ Chris Heller writes. 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 →