If you’ve saved diligently into your company 401k plan over the course of your career and are wondering if it’s time to make the jump to retirement, this is a good time to consider working…
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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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Treat Your Emergency Fund Like You’re Goldilocks
It is more important than ever to find your “just right” emergency fund. Let’s take a look at what you need to be aware of and how you can optimize your emergency fund to a…
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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. How does Real Estate Benefit Your Financial Plan? Real estate investments…
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