Quote from @JD Martin: Quote from @Benjamin Weinhart: Speaking to your item #6, I was actually told by the staff here over the phone maybe 5-6 months ago that DMing someone is fine so long as it's not a copy/paste ad and is specific to the individual.

They won't learn those items until they actually do deals. 

Will work on some of these actionable items

The owner also needs to save for big ticket items that may need to be replaced every 10 or 20 years such as AC, hot water heater, furnace, roof.  

.* No calls accepted to review receipts: I have asked Jenny several times for the last 3+ weeks to get on a call to review the receipts and all of the items that are in the house, I have given her several deadlines to resolve the issue, she has never accepted any of my invitations to join any calls despite me pleading her to do so as my credit card payment is now due and has a 29.99% interest rate if not paid.I have found several people that were also affected with just 2 facebook posts.

Reassess whether you need the home warranty, flood insurance, or other items.

Are these the only items we need to document?

Stock Market = Multi-Unit Property = Established Business = Payoff rentals = Hard Money Lending = The ideal situation is too invest in the item that will get you the highest return and lowest level of difficulty / time spent.Best of luck

You're giving up some good tax benefits since you're in the tier of taking itemized deductions.

Will itemize for brevity purposes:- Mother wants to move to Saint George, Utah and get a home in a 55+ community- Me (son) has cash and wants to buy the home for her.