Tag Archives: Financial Planning

Leverage the power of fintech to whip your wallet into shape

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Whether you’re a new agent or a top producer, it takes planning and some smart tech tools to get your finances shipshape for the long haul. Let CFP Jordan Curnutt help you make these easy-to-use fintech tools part of your gameplan. Continue reading →

The investment edge: Leverage your real estate skills to fund your future

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Real estate investment is not an overnight, get-rich-quick type of financial maneuver, but it can pay huge dividends in the long run. Broker Ian Hoover draws on his personal experience to provide a roadmap and get you started. Continue reading →

Hunting for the right financial adviser? Ask these 8 questions before you hire

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If you’re on the hunt for the right financial adviser for you, be sure to ask these questions to ensure you do not end up expecting one level of service and receiving another, writes CFP Jordan Curnutt. Continue reading →

How Fathers Helped 17 Financial Experts Shape Their Future

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Understanding financial concepts as a child plays an integral part to being fiscally responsible as an adult. Research shows that teaching kids about money from a young age can have a huge impact later in life. In honor of Father’s Day, we spoke … Continue reading →

At a glance: A financial guide for for your first year in real estate

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This month-over-month financial plan will help walk you through where you should be and help you avoid any cash-flow pitfalls in your first year. Bookmark this handy list — and refer to it often. Continue reading →

To retire, not retire or un-retire: Explore your options

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No one talks about retiring and unretiring, yet people do it, says broker Teresa Boardman. Here’s why she challenges the notion that retirement has to be forever. Continue reading →

You told us your exit strategies. A CPA breaks down what works (and what doesn’t)

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In a recent Pulse column, Inman asked its readers for their take on their own personal retirement plan or exit strategy. After reading each response, financial planner Jordan Curnutt could not help but let his financial planning brain start running wit… Continue reading →

Don’t hire a financial adviser without reading this first

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Here’s what real estate agents should know about finding a financial adviser and creating a plan that will bolster your pockets and peace of mind. Continue reading →

15 smart money management rules to live by

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Whether it’s the professional wisdom of a financial adviser or the good advice you got from your parents, there’s always something new to learn about making better financial decisions. From the simple to the complex, here’s a roundup of money moves to … Continue reading →