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Real Estate Planning

Real Estate Agents: Why You’re Not Building Wealth (and What to Do About It)

May 16, 2025 No comments yet

There’s nothing quite like the feeling of closing a deal. You’ve worked hard, stayed persistent, managed high-maintenance clients, and somehow kept the deal alive until signing day. The wire hits. The commission clears. For a brief moment, it feels like everything is worth it. But three months later, you’re back in the grind—and somehow, that […]

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Real Estate Planning

Should You Keep That Rental?

April 23, 2025 No comments yet

A Financial Advisor’s Perspective on Rental Property Financial Planning If you’re anything like our clients—you’ve probably had moments where real estate investments leave you scratching your head. From a pure numbers perspective, they often don’t look as great as traditional portfolios. But peel back a few layers, and there’s a lot more to the story. […]

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