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21 January 2025 | 10 replies
You can program individual access codes to work only during a certain time frame.
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31 January 2025 | 12 replies
Ideally I'd like the ability to invest in individual stocks of my own choosing (fractional shares is a plus), a diverse option of index funds, and ETFs.Has anyone found a great banking option to have the most flexibility with your HSA investments?
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4 February 2025 | 31 replies
We also have a mixer for Canadians investing in the US on April 4th, 2024 come out and meet some like minded individuals.
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14 January 2025 | 15 replies
Very unlikely unless you find a private lender/individual to do this as a one-off.
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12 February 2025 | 20 replies
My nightmare is with the lender (who was supposed to be an individual investor) but found out after the fact (partners didn't share information.)
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12 February 2025 | 16 replies
In fact, one of my clients last year closed on a house hack near Keystone and turned a 5 bedroom single family home into a 6 bedroom house, and he is living in one room and renting out the 5 other rooms individually between $1,300-$1,400 per month per room because of the lack of affordable housing options up there.
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12 February 2025 | 12 replies
A Solo 401(k) may be advantageous for self-employed individuals, offering the potential for participant loans, higher contributions, and no custodian fees, as well as higher contribution limits and the option for tax-deferred or Roth contributions.This post does not create a CPA-Client relationship.
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14 January 2025 | 5 replies
If you are in the CLT area and are looking to connect with othr like-minded individuals, I would love to grab a coffee with you!
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13 January 2025 | 7 replies
If you give someone over 19% membership interest in the deal, the bank will usually require a personal guarantee from that individual.
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22 January 2025 | 12 replies
As a would be individual landlord with just a one unit single family property I don’t know I can stomach the risk or withstand a financial assault resulting from an eviction process for a non-paying tenant (or tenants that do extensive damage).I am seriously considering bowing out and selling.