End of year planning should be at the top of your to-do list now. Erica Ramus shares strategies to make it more effective and more…
Posts published in “financial planning”
For decades, Wall Street has promoted stocks as the primary means of achieving retirement wealth. But the truth is, “average” stock returns rarely play out…
Artificial intelligence can revolutionize how you track expenses and forecast tax bills, but the strategic decisions that build wealth — S-corp elections, retirement choices —…
Markets rise. Markets fall. But, according to financial planner Amanda Neely, smart real estate agents build financial systems that keep working, no matter what the…
Learn the latest from last week’s Keller Williams Mega Agent Camp, and find back-to-basics tools to help you generate leads in a tough market. Source:…
Your response to up-and-down economic cycles, grounded in solid financial planning, determines whether you survive or dominate, Certified Financial Planner Amanda Neely writes. Source: Inman…
Financial planner Amanda Neely shares hard-learned lessons about building financial security in a commission-based career from her clients who are real estate professionals. Source: Inman…
Melanie Klein profiles Compass’ Cindy Scholz and her wealth-building journey for those who are just starting out and those who are seeking financial independence. Source:…
Your budget is your business plan in action, broker-owner and author Jessica Souza writes. Find out how to crunch the numbers and make them work…