Articles & Free Resources

From the Center for REALTOR® Financial Wellness.

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 to take your assessment and start planning for your future today!

Virtual 1031 Exchange Summit

Unlock the power of 1031 Like-Kind Exchanges! Our three-part series starts August 7, offering tips to boost investment strategies, enhance cash flow, and fund retirement.

Register today!


Financial Wellness Personal & Business Audit

NAR’s Center for REALTOR® Financial Wellness encourages you to take this opportunity and download a complimentary resource to audit your financial progress.

Scoring your financial wellness audit


60-second financial wellness audit for REALTORS® launching their business


60-second financial wellness audit for REALTORS® and their families


Financial Wellness Roadmap

Financial Wellness Roadmap

English language (PDF: 796 KB)
Spanish language (PDF: 278 KB)

The FREE Center for REALTOR® Financial Wellness Roadmap can help your team, agent, or members navigate the path to financial success.

Glossary of English-Spanish Financial Terms


Download (PDF: 689 KB)

This CFPB glossary contains terms you may find helpful to review. Download this complimentary PDF version.

Special Offers

NAR Financial Planning Flyer - Manage Your Financial Life with Morgan Stanley
Complimentary Financial Consultations with Morgan Stanley

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.

A Guide to Managing Volatile Market Shifts

A Guide to Managing Volatile Marketing Shifts

To access this timely resource, please visit and select the ‘Wellness Essentials’ tab or view the PDFs below.

Financial Wellness Emergency Guide

CFFW Money Saving Tips

Information and resources to help you get through challenging times.

View or download:

Center for REALTOR® Development Podcast

Episode 57: Financial Planners, Insurance, and REALTORS®

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. 

Access FREE Webinars on:

Business Financial Planning


Real Estate Investing

Personal Financial Planning

Financial Therapy

Succession Planning

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