July 28, 2025
How to Maximize 100% Bonus Depreciation Under the OBBB (Without Creating a Tax Hangover)
If you're a small business owner or self-employed professional, the return of 100% bonus depreciation under the OBBB could feel like a massive win. And in many ways, it is. But before you go out and finance a $90,000 SUV “for the tax write-off,” let’s break down what this really means—and how to leverage it without setting yourself up for regret down the road.
July 14, 2025
Big Changes, Bigger Opportunities: What the “Big Beautiful Bill” Means for Your Tax Plan
If you're a small business owner, self-employed professional, or a high-earning real estate agent, the latest tax law known as the “Big Beautiful Bill” (OBBBA) includes several updates that could directly impact your bottom line. With a mix of permanent changes and temporary tax breaks, there’s real opportunity to reduce your tax liability if you take time to plan ahead.
June 30, 2025
5 Summer Money Moves for Self-Employed Realtors
If you’re a self-employed realtor, chances are your business heats up just as summer does. Listings are moving, open houses are packed, and commission checks are finally landing after a slower season. That’s great news—but also a common trap. Increased income often leads to increased spending, unplanned tax bills, and missed opportunities to build real financial security. Here are five quick and practical financial moves you can make right now to keep your summer momentum working for you—not against you.
June 12, 2025
What Should You Do With an Old 401(k)? A Guide for Self-Employed Pros and Realtors®
If you are a real estate agent or self-employed professional who left a W-2 job to chase a bigger dream, there's a good chance you left behind something else too—your old 401(k). Now what? It’s one of the most common questions I get asked: “What should I do with an old 401(k) or 403(b) from a previous employer?” Whether you have got one old retirement account or five floating around in financial limbo, the decision you make can significantly impact your long-term wealth. Here's a breakdown of your main options.
June 2, 2025
Create Financial Clarity Through Simplicity
Managing finances as a real estate agent or self-employed professional can feel overwhelming. Between irregular income, fluctuating expenses, and the day-to-day demands of running a business, financial planning often falls to the bottom of the to-do list. But clarity in your finances doesn’t require complexity. In fact, simplicity is one of the most powerful tools for building financial confidence and long-term success. By establishing simple financial habits now, you create a strong foundation that will serve you as your business and wealth grow. Let’s explore how to build financial clarity through simplicity—and why, as life becomes more complex, working with a professional can help you elevate your financial plan.
May 19, 2025
The Power of Delegation: Freeing Up Time to Focus on Growth
If you're self-employed or a real estate professional, you're no stranger to long days and full calendars. But not all tasks are created equal—and not all of them deserve your time. To build a more efficient business, one of the most powerful strategies is delegation. But before you can delegate, you need clarity on what’s actually worth your time. That’s where the Effort-Impact Matrix comes in.This simple but strategic framework helps you audit your practice and determine where you should focus, what you can delegate, and what you can automate.