Tag Archives: Financial Planning

10 Things Every First-Time Investor Should Know

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Want to be a successful investor? Money Girl explains how to get started, build financial safety nets, use tax-advantaged accounts, choose investments, and reduce risk. Find out how to create the best investment strategy based on your financial situati… Continue reading →

What Are the Different Types of Financial Advisors?

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Confused about whether you need a financial advisor and the different types? Laura interviews Rita Cheng, CFP, from Blue Ocean Global Wealth and Finder.com about who should work with an advisor, how to find someone trustworthy, what fees are charged, a… Continue reading →

3 brokers share 7 tips for guiding new real estate agents

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Three real estate brokers share how they help new agents navigate bidding wars, manage finances, and keep their sanity while building their business. Continue reading →

9 financial tips for new (and not-so-new) agents 

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Here are some financial tips and techniques that can help you earn more, save more and prepare for eventual retirement. Continue reading →

First year in real estate? New agent expenses to budget for

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As a new agent, your survival in this industry will depend on your ability to manage your finances. Here’s a month-by-month breakdown of what to expect your first year in real estate. Continue reading →

How looking out for your clients today and into their future matters

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Connecting your clients to a variety of professionals who can assist with their home purchase and be a resource for their overall financial picture helps establish you as the real estate resource and professional for future home purchase needs. Continue reading →