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20 April 2022 | 2 replies
So much more than just filing the taxes, they are truly tax advisors and planners.
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1 December 2016 | 21 replies
Also what @Kevin Siedlecki suggested would make you have to have a real estate license (and possibly a mortgage brokers license and possibly a financial planners license) in every state that I know about.
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7 July 2019 | 58 replies
I get it, as a Certified Financial Planner and a tax advisor I've seen posts that have made me cringe.
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19 September 2019 | 47 replies
Planners used to lead with Social Security (SS), but the confusing rules that allowed huge benefits are now gone, so the concentration seems to be safe money, various annuities, etc.
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7 January 2019 | 8 replies
Talk with the city planner / economic developer. 2.
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17 March 2020 | 3 replies
What helped me a lot was setting up systems from day one and even going so far to have an hourly schedule. my daily planner is like this: 7 am MLS Market overview, 8am social media / email marketing, 9 am prospecting calls and so on.
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11 September 2022 | 43 replies
I am not saying there wont be inflation but our central planners (the fed) can just raise rates to keep it in check.We are having a massive deflationary event right now, so if the fed is successful in re inflating the bubble, then start to look for inflation
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18 January 2021 | 9 replies
You need to look that up or ask a planner and then you'll have your answer.
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26 March 2021 | 9 replies
Is it that they are a Certified Financial Planner?
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21 January 2021 | 3 replies
Maybe you should post another message that you're looking for CPAs or tax planners in your local area as some may have key words setup to see messages like this.