Real estate agents are constantly on the go, networking, showing properties, and closing deals. However, like any other professional, real estate agents need to think about their financial futures. Furthermore, real estate agents are small…
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Your 2023 Medicare Enrollment Window
If you turn 65 in 2023, it is imperative that you sign up for 2023 Medicare enrollment during your designated registration window to avoid penalties when receiving Medicare benefits later on. However, the signup window…
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Inherited assets? How to claim retirement accounts, plan for taxes, and manage Required Minimum Distributions
When someone close to us passes away, it starts an avalanche of decisions and tasks that need our attention. A lot of these decisions need to occur right away, at a time when every choice…
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How to Get Tax Benefits on Charitable Giving
Top Strategies for Real Estate Agents to Receive Tax Benefits on Charitable Giving I cannot tell you if it’s the Christmas spirit or simply procrastination that leads people to make a tax-deductible gift at the…
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Your Avista Pension Benefit Is Changing. Here are 4 Questions You Need to Be Asking Yourself Immediately
If you are an Avista employee and nearing retirement, you are eligible for the extremely valuable pension benefit and need to stop and consider your options. Over the weekend, you likely received an email notifying…
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