All Forum Posts by: Jonathan Miller

@Charlie Fitzgerald thank you for that, I'm sorry to hear about your mother. I'm going to take your advice and just spend every minute I can with her. Financially we are fine, I just wanted to show my mother more to life before she passes. Looking back at your response, you make a lot of sense. I'll cherish the time I have left with her, then focus my efforts into investing.

Thanks again Charlie!

Best Regards,

Jon

@Jay Hinrichs Jay, I'll be reaching out to a few loan officers I know. What I want to do immediately is sell my stock and rediversify it into a multifamily deal using a FHA 203k.

@Charlie Fitzgerald

@Charlie Fitzgerald Charlie, our current financial situation is stable. She is on social security disability and as well her pension. She receives both these incomes each month. Living more frugally has helped to have the income exceed the monthly debts owed. Where my mother is saving approximately $900 per month, after expenses.

Her illness is stage 3 lung cancer that has recently spread to her brain. I'm afraid that her health is not improving. Even if I don't partner with her due to her illness, I want get the ball rolling by using my honeywell stock. How would I go about selling stock with the least amount of taxation?

@Al Wilson Al, unfortunately she does not have an attorney. Reason being is my father and brother both passed away leaving me as sole inheritor. I do have a friend of the family who is an attorney, I'll reach out to her. 

Thanks guys for the responses!