If you haven’t seen it yet, I’m sure you will soon. The Instagram post asking you which is better, “this” or “that.” Forcing you to make a selection between two over-the-top amazing choices. Would you…
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What You Need to Know About 2022 RMDs
The IRS-mandated required minimum distribution (RMD) had been a fixed constant for many years, going into effect at age 70.5, until the fine print of the rule changed in 2019. Upon the passing of the…
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Missing Money: Tips for Getting Back Money You Didn’t Know You Had
Every state has laws on handling unclaimed property. They are designed to answer the question of what to do when a business or organization is holding property for someone else (i.e., a consumer, a creditor,…
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[Video] 5 Money-Savvy Tax Planning Tips for Real Estate Agents
Are you crushing it in your real estate business this year? If you hit an all-time high in your GCI in 2021, these five money-savvy tax planning tips are for you. Tax planning tip number…
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Just Earning a High GCI Isn’t Enough
Did you have an all-time-high GCI this year? If so, congrats! Your hard work and expertise paid off, and you were able to help a record number of people this year. But let me encourage…
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