Note: Short and succinct updates are provided on the https://fincen.gov/boi website but I like to get more context.

New roof, exterior painting, new flooring, bathroom updates, finished new living space What was the outcome?

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.

There are no updates on his "income" page since December 2023.

Up until then I was cheerleading the earlier thought experiments about supporting lean/regular/fat income with ~$1000 / month per paid off SFH, thinking “I could bang that out in 5 years”.

Just make sure all pieces are accounted for regularly.

I don't like one-time fees for software (he also says you can't buy it without signing up for his mentor/coaching program) because as a one-shot deal support, updates etc are usually pretty poor. 

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.

You're not looking to do that, you're looking to keep it as a rental/hold it due to the rate.Have you gotten the insurance update in Houston?

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.