That person will be able to tell you what you can do and following that plan will give you peace of mind about your further investing strategy.

So the question becomes based on their individual and personal tax situation what is the estimated tax burden they'd save? 

I’m at the very beginning of my REI journey and I would love some guidance on how I can best optimize my planning, research and saving phase (which I’m dedicating 2025 to).

I do not know how they are handling new customers verse the Midland existing customers.Regarding the customer service it seems the people I dealt with are still employed and only my "personal rep" as it were, was promoted and another took her place.

Hey guys, just wondering if anyone knows of any HYSA that are used for Business or any other Business account that will give me a high Yield?  THANKS

Get your personal home done first.

I have almost zero in taxable accounts outside a savings account.

If you don't have enough money for 3.5% down, find a cheaper place to live and work hard to save up money.

My business partner owns a roofing company but has weak credit and more limited cash flow.An LLC is a common choice for partnerships since it protects personal assets and simplifies tax management.

You are going to send your wife to personally unclog that toilet.