
15 September 2018 | 2 replies
I doubt someone could determine what my needs are without meeting with me.I do prefer to have referral partners that have specialties that I can refer people with that specific need to them.So, if I know a financial planner does fixed-price financial plans for high net worth individuals and a client asks me about that, they'd get that referral.

21 September 2018 | 11 replies
A few years ago I helped my (retired) parents buy their most recent house by directly giving them a $100k cash down payment, and they would like to leave the house to me when they pass in thanks for the assistance (it ended up helping keep their mortgage extremely low since they are on a fixed income).They are very worried that it will somehow get caught up in probate or red tape when they pass even if my name is spelled out in the will, and wanted to see about just adding me to the title or something so that there is a seamless transition without any hassle.

18 September 2018 | 16 replies
Additionally, reaching out and starting relationships with lenders now will help you identify what information you may not have realized you would need to get funding, (a lot of lenders do not lend to individuals, only corporations, like an LLC).

4 October 2018 | 15 replies
These guys might be ready to downsize or move into a living situation with assistance.

16 October 2018 | 3 replies
, let me know how it went and if I can be of any assistance.

17 September 2018 | 19 replies
Sometimes you want to pay for convenience.Think of the 90 year old with no family, going into assisted living facility.

27 September 2018 | 11 replies
Let me know if I can be of any assistance!

25 September 2018 | 4 replies
Making requirements of 21 and married is asking for trouble as age and familial status discrimination are prohibited.I understand not wanting college-aged individuals to tear your place to bits, but explicitly stating the requirements you have seen can get those landlords in trouble.

9 October 2018 | 23 replies
I understand that it's one building VS individual houses, so the risk is repairs can be 'X' times that of the MF.

16 October 2018 | 5 replies
When it comes to sell, a LLC and Individual the capital gain tax rate now is very close just a few % apart.