Series I savings bonds are paying a high yield—but are they right for you? Series I bonds (I bonds) are paying 9.62% and are backed by the U.S. government. How is this possible? Well, they…
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Best Retirement Plan for Real Estate Agents
The Complete Guide to Realtor Retirement Plans – 2024 edition As a real estate agent, your role as a small business owner comes with a plethora of tools and flexibility to help you get the…
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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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