Articles & Free Resources

From the REALTOR® Center for 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!

NEW! 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.


Financial Wellness Personal & Business Audit

The Center for REALTOR® Financial Wellness invites you to take this Wellness Check. Your responses will help you identify your financial progress for personal and business.
Scoring your financial wellness audit

Download (PDF: 49 KB)

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

Download (PDF: 145 KB)

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

Download (PDF: 133 KB)

CFFW Money Saving Tips

Financial Wellness Emergency Guide

Information and resources to help you get through challenging times.

View or download (PDF: 2.1 MB)

Episode 57: Financial Planners, Insurance, and REALTORS®

Center for REALTOR® Development podcast.

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. 

Financial Wellness Roadmap

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

Download (PDF: 938 KB)

Access FREE Webinars on:

Business Financial Planning


Real Estate Investing

Personal Financial Planning

Financial Therapy

Succession Planning

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Top Five Things to Remember When Filing Income Tax Returns in 2022

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The 2022 Tax Season has started. Download tips to help you file an accurate return.

Tax Bracket Table

Note: If you are married, but file separate returns, you will use the same bracket amounts as single, up to $314,150. At that point, you will use a higher tax rate than if single. See the IRS instructions for details, as there are many differences for people who use this unfavorable tax status.