Wait, what?
Goal
To help you establish financial best practices early in your new career.
Assignment
Complete the Prepare for Retirement Worksheet, answering questions related to this activity.
Helpful Resources
Check out this video resource, created with Mainstreet Affiliate Member Patrick Noone, CPA from PJN Tax Solutions Group, for helpful information about setting up the proper legal entity for your business.
From the National Association of REALTORS® (NAR)
- 17 Tips to Manage Your Small Business Finances
- NAR's Center for Financial Wellness
- 10 Steps to a Successful Retirement
From Mainstreet
- Utilize Mainstreet's Affiliate Search to find and consult with a tax/financial professional regarding taxes, IRA/401K, etc.
- Find out was is and isn't tax deductible on your local, state and national association dues
To Complete This Step
Send the completed Prepare for Retirement Worksheet as an attachment to Win@SucceedwithMORe.com with the subject line Prepare for Retirement Complete.
Ramona Ruskuls, AHWD, C2EX, e-PRO, SRES
Director of Specialty Divisions