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Posts published in “financial planner”

Beyond the 401(k): 2025 retirement moves for agents

While most Americans default to employer-sponsored 401(k) plans, self-employed real estate professionals need more adaptable solutions, Certified Financial Planner Amanda Neely writes. Source: Inman News

How you should leverage your financial advisor

Wealth manager Chris Snowden shares financial strategies for making the most of your real estate investments with Realtor Amy Chorew and CPA Maeda Palius. Source:…

11 how-tos to help you plan your tax season

Running your own business comes with a slew of rules, regulations and obligations. As a new agent, it’s critical to keep your finances in check…