Jordan Curnutt, CFP® Executive Summary Top producing real estate agents represent a population with a unique set of financial circumstances. According to the most recent study by the U.S. Bureau of Labor Statistics, the top…
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3 Ways Real Estate Investments Fit in Your Financial Plan
We were recently featured on the Windermere Property Management of Spokane blog and outlined 3 Ways Real Estate Investments Fit in Your Financial Plan. The three big takeaways from this article include: Real estate investments…
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Hey, Top Producer, You Don’t Need a Budget, and Here’s Why
Jordan Curnutt, CFP® Let me start by saying there is nothing wrong with having a budget. In fact, according to Dave Ramsey, the king of all things budgeting-related, a budget is simply defined as “a…
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Media Highlight: Picking the Right Financial Adviser
The Quantum Team sheds light on best strategies for selecting the right financial planner to suite your needs. Click the link below to view the full article on the Quicken Loans website: www.quickenloans.com/blog/picking-the-right-financial-advisor
Could Your HSA Be a Better Retirement Savings Tool Than Your Roth IRA?
C. Eric Christiansen, CFP® In this article, we’ll illustrate how the Roth IRA—an excellent investment vehicle in its own right—has an unlikely competitor in the retirement saving strategy category: the health savings account (HSA). Although…
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