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24 August 2015 | 9 replies
I don't know... but after 17 years of picking mutual funds and working with a financial planner, this is much more exciting!
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30 August 2015 | 16 replies
Can you seek independent advice from a CPA or financial planner?
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2 September 2015 | 0 replies
Currently looking for a new Tax Adviser, Planner and general accounting services for payroll and benefits.
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27 September 2015 | 33 replies
Most financial planners recommend 10% of the portfolio in real estate, however, since real estate is not considered a "traditional" investment by many,and not fully understood, I believe this is a fairly conservative number.
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6 October 2015 | 4 replies
I've been interested in fixing up houses ever since I was a kid. I started out by going to architecture school, but only lasted a year their. After working in construction management & estimating for a few years, ...
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5 December 2016 | 28 replies
Look around your area and ask around for referral.I feel that most financial planners will lead you to the stock market and related.
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13 December 2015 | 15 replies
My dad is a retired city planner for the City of Lakeland.
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21 December 2016 | 4 replies
Our certified financial planner not only doesn't seem to understand REI, but also hasn't been supportive of us engaging in it at all as retirees.
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31 December 2015 | 11 replies
Hello! I am interested in owning rental properties in the Bay Area and Stockton areas of California. I live in San Francisco and have a goal of owning my own home (SFH or multifamily) in San Francisco, Oakland, or nea...
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29 December 2016 | 36 replies
The operating agreement should address possible arrangements, how you admit another member, events of withdrawal, voting rights (might think in terms of a corporation with preferred and common stock as to voting rights), buy-sell arrangements and authorizations granted to members or managers.A good attorney isn't just a lawyer they are also planners that can map out the direction of operations, they can be the gatekeeper that allows flexibility but keeping you on the main track.