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…
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Five Things to Know About the SECURE Act and SECURE 2.0
Many people in this country are not prepared for retirement, causing large concern. People are living longer into retirement, yet savings are not keeping up, not to mention concerns about Social Security and what it…
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Why Fall is the Perfect Time to Optimize Your Tax Planning
As a real estate agent, you’ve probably fallen into the habit of kicking off your tax planning efforts in March, with a mad rush to get everything sorted by the April 15th deadline – if…
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Real Estate Agents Don’t Need a Budget
Let’s begin by addressing a common misconception – the idea that real estate agents need a strict traditional budget to thrive financially. While budgets can be useful tools, especially early in your career, they may…
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Traditional vs. Roth IRA: Deciding Between Immediate Tax Deduction and Tax-Free Retirement Income
Saving for retirement should be a straightforward concept: by setting aside a portion of your income now and living within your means, you pave the way for a comfortable retirement using your accumulated savings. While…
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