How Much Does a Financial Advisor Cost?vUnderstanding Fees and Value When it comes to hiring a financial advisor, one of the crucial factors to consider is how they get paid. Financial advisor compensation can vary…
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Pre-Approval Letter for Retirement
How Much Do I Need to Have Saved to Retire? The question of retirement savings is a common concern among many individuals, especially those approaching the end of their working years. Realtors®, in particular, frequently…
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Media Highlight: 10 accounts agents need to optimize their business and personal cash flows
Financial experts Jordan Curnutt, CFP® and Michael Kilner outline a plan to apply the principles of the envelope or bucket method to both banking and investment accounts. That way, you can make your money work…
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6 Reasons Realtors Shouldn’t FSBO Their Personal Finances
Time, temperament, and talent—the three T’s that are required to succeed at anything. One of my mentors taught me this acronym early in my financial planning career, adding that if someone can’t do one of…
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3 Ways Real Estate Benefits 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…
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