Tag Archives: Financial Planning

How to close the real estate agent retirement gap

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Real estate agents can and should expand their real estate retirement repertoire, Thomas Phelan writes, not only for their personal retirement future but to help their clients. Continue reading →

5 money mistakes other agents made (so you don’t have to)

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Financial planner Amanda Neely shares hard-learned lessons about building financial security in a commission-based career from her clients who are real estate professionals. Continue reading →

Finding Financial Freedom: Owning your money story is everything

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Melanie Klein profiles Compass’ Cindy Scholz and her wealth-building journey for those who are just starting out and those who are seeking financial independence. Continue reading →

How to create a new agent business budget for 2025

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Your budget is your business plan in action, broker-owner and author Jessica Souza writes. Find out how to crunch the numbers and make them work as hard as you do. Continue reading →

Want steady income? Pay yourself 1st. Build wealth 2nd

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Invert traditional accounting, and make business finance as intuitive as selling houses with Amanda Neely’s proven cash management system. Continue reading →

5 financial tasks to delegate to boost productivity and profit

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Delegating key financial tasks to a trusted advisor allows you to concentrate on what matters most: Building and growing your real estate business, Julia Lashay Israel writes. Continue reading →

The feast-or-famine trap: How to take control of your finances

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Your commissions represent much more than a paycheck, financial planner Amanda Neely writes. They’re the fuel for your business, your personal financial stability and your future security. Continue reading →

Beyond the 401(k): 2025 retirement moves for agents

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While most Americans default to employer-sponsored 401(k) plans, self-employed real estate professionals need more adaptable solutions, Certified Financial Planner Amanda Neely writes. Continue reading →

Proactive tax planning moves: Ideas to help tackle your taxes

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By diving deeper into these strategies, Amy Chorew and Maeda Palius write, you safeguard your finances and build a more informed, agile approach that could serve you for decades. Continue reading →

5 fresh ways real estate pros can earn passive income this spring

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The smartest agents aren’t just selling homes anymore, branding and marketing expert Alyssa Stalker writes. They’re building scalable income ecosystems that grow with them. Continue reading →