How to use “tax loss harvesting” to sell real estate and save on taxes.

US Government Series I Bonds

US Government Series I Bonds

Series I Bonds have a very high yield right now due to inflation. The interest rates changes every six months and have a lockup period of 12 months. If you do not need immediate liquidity, this can be a safe option for savings.

Democracy and Economic Opportunity

Democracy and Economic Opportunity

War is dreadful. The America I know and love believes in democracy, equality of opportunity, and community. When democracy thrives, economies thrive, and when economies thrive, people and families thrive personally and financially.

Inflation!

Inflation!

Remember that part of the inflation in housing is being driven by our own preferences for location, design, and space. If you’re looking to save money, you may need to compromise on one or more of those elements. You should also definitely have an experienced Realtor® helping you navigate this market either as a buyer or seller.

Retirement & Tax Savings Strategies for Realtors®

Retirement & Tax Savings Strategies for Realtors®

Register for a free virtual retirement savings workshop for Realtors®.

Summer Reading – Part 3

Summer Reading – Part 3

Raising kids who are grounded, generous, and smart about money. Who doesn’t want that?

Summer Reading – Part 2

Summer Reading – Part 2

The One Page Financial Plan & Building a Story Brand

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Everything real estate pros need to know about financial advice

We put together a guide with 80+ links to curated resources on topics that REALTORS® need trustworthy information about – retirement, taxes, education, estate planning, insurance, cash flow, and much more.

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