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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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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5 Money-Savvy Tax Planning Moves for Real Estate Agents in 2022
Are you crushing it in your real estate business? If you hit an all-time-best GCI in 2021, these tax planning action items are for you as we enter 2022. 1. Backdoor Roth IRA Strategy What…
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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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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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