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…
Read More
How Much Should You Save for Retirement?
C. Eric Christiansen, CFP® How much should I be saving for retirement? Am I on track for retirement? What is my number? These are questions we hear clients ask all the time in the financial…
Read More
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…
Read More
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…
Read More
Raising and Maintaining Your Credit Score
C. Eric Christiansen, CFP® It’s no secret that having good credit makes life as a consumer much easier. Larger purchases, such as car loans and mortgages, are typically less stressful with that seal of creditor…
Read More
