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4 April 2021 | 10 replies
@Steven Lapp - Proceed with caution and vet people and companies for for managing your real estate assets as strictly as you would if hiring a financial planner to turn over your $250K stock portfolio to.
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28 November 2017 | 81 replies
He was specifically talking about financial planners that their average income is approximately $60,000 a year and they are telling us how to become financially free.At times I see people giving advice to people here on BP and they have very little if any real estate.
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28 September 2018 | 20 replies
Perhaps you are a financial planner and are licensed, I hadn't considered that possibility.
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21 August 2019 | 12 replies
I’m a strategic planner with a strong bias for action and am looking to make a move in 2019.
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9 March 2019 | 7 replies
You want a financial planner, not an insurance person who "does" financial planning.
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8 April 2023 | 22 replies
I purposefully designed my fees to decrease (much faster than most other planners) as you have more assets.
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20 April 2022 | 7 replies
A phone call to a planner might help a lot.
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26 July 2022 | 0 replies
“Rent prices are increasing right alongside home prices, so you may not be saving much by waiting to buy if you end up spending a lot of time paying someone else's mortgage at inflated costs.” says Maggie Gomez, a certified financial planner and founder of Money with Maggie.2.
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1 August 2019 | 15 replies
Most CPAs have financial planner license.
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27 September 2021 | 1 reply
A couple thoughts:Call the city's planning department and ask for a planner of the day.