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Retirement & Tax Savings Strategies 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

Summer Reading – Part 1

Summer Reading – Part 1

Three books for young people to learn about money. Investing for Kids, The Four Money Bears & Why Didn’t They Teach Me This in School?

Don’t be too sad if you “missed out” on GameStop or Tesla.

Don’t be too sad if you “missed out” on GameStop or Tesla.

Why? Because while markets are largely efficient in the long run, short-term anomalies are more like gambling than a true strategy you can rely on.

It’s finally 2021. How should REALTORS® think about investing?

It’s finally 2021. How should REALTORS® think about investing?

At Real Estate Wealth Planning, we believe that a financial plan is so much more than numbers and investments. A financial plan that you are excited to implement must be driven by your unique aspirations and definition of financial freedom.

Looking for something useful?

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.