Tag Archives: Financial Planning

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 →

What’s your retirement plan or exit strategy? Pulse

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This week, we’re wondering: Are you planning to continue running your business well into your golden years, or have you put a plan in place that will allow you to retire? Do you have passive income investments already, or is that part of a “someday” dr… Continue reading →

30+ how-tos to keep your finances in check

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There are so many financial aspects of the business, and yet one thing we hear over and over again, is that not enough is taught on the topic. So, we rounded up some sage advice from contributors to help guide you on the areas that might be new or long… Continue reading →

7 tax-advantaged accounts every real estate agent needs to consider

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You have myriad options to be saving for your future financial success. Certified Financial Planner Jordan Curnutt tells you how to maximize the potential of your investments. Continue reading →

7 Tips to Avoid Cryptocurrency and NFT Scams

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Ready to invest in crypto and NFTs but don’t want to get scammed? Laura answers listener questions about who should own crypto assets, the potential risks, and how to know when a cybercriminal is trying to take advantage of you. Continue reading →