The Center for REALTOR® Financial Wellness is a resource designed exclusively to meet the specific financial planning needs of REALTORS®. You’ll find budgeting tools, retirement planning resources, options for investing in real estate, and more.
Visit www.FinancialWellness.realtor to take your assessment and start planning for your future today!
The Center for REALTOR® Financial Wellness is pleased to provide timely tax documents to help you navigate tax season. These resources, available in both English and Spanish, are provided by Greg Antipoff, CPA®, The Real Estate Accountant, and 2025 NAR Tax Summit presenter.
To access additional Tax Summit materials and recordings, please visit this page.
While these documents offer valuable insights, they should not be used as a substitute for advice from your tax, investment, legal, and/or financial advisors or as the sole basis for financial planning decisions. Always consult with your own financial, investment, tax, legal, and accounting advisors for personalized recommendations.
This complimentary resource is provided by Verl Workman. To reach your goals and run your business effectively, you have to make a plan and follow it. Here are the steps to make a strategic plan for your business.
To learn more about applying this workbook in your business, view the replay of the January 2025 webinar session. Additional information can be found here.
Verl Workman's "Hidden Gems System" revolves around leveraging assumable loans as a strategic tool in real estate transactions. Assumable loans allow a buyer to take over an existing mortgage from a seller, including its interest rate and terms. This approach can create significant value, especially in times of higher interest rates, where existing loans may have more favorable terms than current market options.
Estate planning resources and handouts designed specifically for REALTOR® members provide valuable insights on how to protect personal and business assets, plan for future financial needs, and ensure a smooth transfer of wealth. These materials cover key topics such as wills, trusts, power of attorney, and succession planning, offering practical tips and strategies to help REALTORS® secure their financial legacy and safeguard their loved ones. Preview and download each resource:
Accessible and easy to understand, these resources empower members to take charge of their estate planning with confidence. Want to hear from an expert? Pay to view the September 2024 Estate Planning Webinar recording here.
English languagepdf (PDF: 796 KB)
Spanish languagepdf (PDF: 278 KB)
The FREE Center for REALTOR® Financial Wellness Roadmap can help your team, agent, or members navigate the path to financial success.
Downloadpdf (PDF: 689 KB)
This CFPB glossary contains terms you may find helpful to review. Download this complimentary PDF version.
NAR and Morgan Stanley have come together under the Center for REALTOR® Financial Wellness to provide NAR Members with special offers on financial planning and investment services.
To access this timely resource, please visit FinancialWellness.realtor and select the ‘Wellness Essentials’ tab or view the PDFs below.
Information and resources to help you get through challenging times.
View or download:
Listen to episode 57, as guest Rich Arzaga shares information REALTORS® should look out for when choosing a financial planner and insurance. Download then share with a friend to continue the learning.
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