All the data, asset holdings, transactions will be ported over to the new recordkeeping system, along with the current plan document being moved and updated as needed. 2) If you currently hold real estate or other asset, you may need to look at retitling, if you elect to move to a custodian.

Will update when I hear more! 

Start with a rental that has modest rehab requirements such as updating kitchens and bathrooms and make sure you qualify for permanent financing through a lending source that offers interest rates similar to that of  a bank.

I would definitely get rid of it, but I don't think it's worth much more than what you paid based on your updates.

He's been out a long time and updates the information regularly based on the market and new applications & tools.

I even pay a fractional revenue manager to also check it on top of the software auto updates. 

Updates the seller had no interest in doing.

This is specific to this, I have the detailed 411 on this, including full background on seller, why selling, how things have gone, maintenance history and recent updates/upgrades such as the newer roof, HVAC etc etc etc... 

Great tools that get updated regularly.I am on the lending side of things and would be happy to hop on a call with you anytime to discuss financial strategies and help answer any questions you may have about nearly any loan product available to help you on your journey, even if they are not products my capital partners offer.We are all here to help you learn and grow.

I just got an update from my client that the CPA approved what we did.