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Results (3,164+)
Rocco Talarico Whole Life Insurance Agents
1 April 2024 | 7 replies
With what you're trying to do I definitely recommend speaking to an agent that is familiar with what you're trying to do as well as a financial planner THAT ACTUALLY DOES FINANCIAL PLANNING.You'll come to find that most financial planners are 100% commission based life insurance agents disguising themselves as a financial planner lol.Good luck!
Gavin Jex Mortgage and seller financing?
1 April 2024 | 3 replies
@Gavin Jex seems like they are trying to help you out, but exposing you to tax issues.As @Chris Seveney already pointed out, one of you will be taxed on the 0% interest loan as a "gift".The other issue is that you will get the property at $170k roughly, and then be exposed to capital gains of the difference between that amount and the market value.Highly recommend you speak with an Estate Planner for possible better options.
Jay Hinrichs Chips Act Path of progress investing is where the big dollars are made Oregon
1 April 2024 | 39 replies
city county  planning departments  then the long range planner most have a person tasked to long range planning.. 
RIck Montanari Tiny Home Market?
2 April 2024 | 58 replies
With median home prices in Jeffco hovering near $300k (and higher in western areas and Boulder), I think there's an opportunity to market to young professional couples, singles, and some empty nesters.I dig the concept and would love to help if a former city planner like myself could be of assistance..
Earl Morris Rental Properties & Trust
28 March 2024 | 11 replies
I'm not quite certain what a Real Estate Attorney's responsibilities are in relation to this, but I would highly suggest reaching out to estate planners.
Cliff Benner BPCon 2024 Location?
29 March 2024 | 32 replies
To the BP Planners, has there been a location picked for next years BPCon??
Brandon Beaudoin Real Estate Investor? Fund deals doing THIS...
28 March 2024 | 16 replies
Nobody wants to be subjected to bickering on an educational forum.If the Financial Planning Association gets its legislation passed on title protection you won't be able to call yourself a financial planner anymore, you don't have the bare minimum qualifications of education or experience. 
Derrick Wortman What kind of Financial Advisor do I need?
23 March 2024 | 2 replies
@Derrick WortmanLots of advisors offer what you are looking for finding a fee based or fee only planner could be great for you. 
Robin Thornton Returning Newbie Chugging Along In Need of Advice on 2 Properties
23 March 2024 | 12 replies
I will start with the planning and zoning office and then my financial planner to be sure I'm sure :)The structure that I would consider converting already has electricity and it is right next to the sewer line so hopefully that would cut down on some cost. 
Brittany Rogerson Advice needed regarding financial planning
21 March 2024 | 12 replies
A CPA or a financial planner that specializes in tax planning can be very beneficial to real estate investors.