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21 June 2024 | 11 replies
PML is for capital preservation and more predictable passive cashflow so you will want to ensure you do it properly so that your principal amount is returned to you, first and foremost.
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23 June 2024 | 105 replies
Plan for the bad, to preserve your investments and legacy.
19 June 2024 | 3 replies
Hello and thank you for responding/helping me to get a better idea of moving forward.So, Yes, I would likely be able to move my main business to a rental location and preserve most of my income.
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18 June 2024 | 0 replies
Informative read about the high amount of ADU's being built in Los Angeles, the impacts they're having on the neighborhoods, and what local government is doing to preserve the "look and feel" of neighborhoods with the change in housing.
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18 June 2024 | 4 replies
So, I have no idea how much money I owe for 2023&2024, how much money is actually mine, how to take advantage of tax deductions/credits/RE professional Status/ renovation costs/perform a cost segregation, if I really need a wealth manager at this point and how to take out my retirement investment and move it to a mutual fund I run independently.My ultimate goal: create systems for my corps to run smoothly and optimize business-related expenses, keep my books up-to-date for both corps so I know my input/output, pay quarterly taxes throughout the year, give myself a modest monthly income and continue to preserve/build wealth and grow my RE PORTFOLIO!
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17 June 2024 | 8 replies
Personally prefer SFR..Not sure about DFW but do have a realtor reference for you..be sure to budget for furniture and furnishings if not sold turn-key..a seller concession is a great way to preserve capital for MTR or STR's..check in with @Joseph Chiofalo for an investor friendly lender..he's excellent at helping structure loan programs for investments.
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11 June 2024 | 7 replies
You want to preserve your retirement safety net.2.
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11 June 2024 | 2 replies
In my case, I own a property that they keep trying to bill me for things like grass cutting and trimming shrubs--they claim they are sending property preservation folks to my house often.
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9 June 2024 | 40 replies
Even if they charge you a few hundred or $1-$2K for a initial financial plan. 4) On a $5.5M portfolio, something like this would be very appealing to me personally, as a thought starter: - $1.25M home, car, and "toys", paid off- 250K in cash- $2M in stocks- $2M in paid off or lightly levered real estateThis is just me, and I'd personally view the name of the game as wealth preservation and maximizing enjoyment of life with this level of wealth, all liquid, all at once.
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7 June 2024 | 4 replies
Preserved for future generations as a way for the average income earner to build wealth over time and provide a clean, safe place to live for other people.We need more units constructed.