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Results (10000)
Scott Scharl Does Your Financial Planner Recommend Real Estate?
2 February 2019 | 10 replies

I am considering a career change into the financial and retirement planning profession for my day job. From what I understand so far, I think that being a CFP who understands and recommends real estate would be a good...

Guy Yoes Excel, quick books or ? for REI financials?
19 November 2019 | 9 replies

My list of properties has more than doubled this year. I was tracking expenses with excel spreadsheets. I am hiring a CPA to do taxes this year. He recommends getting quickbooks. Is it worth the monthly fee, time sett...

Jerry Sponseller Done business with Prestige Business Financial Services?
8 September 2021 | 2 replies

Looking for some feedback on Prestige Business Financial Services. Has anyone done business with this organization?

Michele Ghastin Desperately seeking CPA /tax advisor /financial planner
12 October 2022 | 4 replies

We are buying a commercial building in Lake Lure NC where we will have a gourmet grocery/ deli in what is now an established convenience store ( above) and have a restaurant group renting the restaurant space below to...

Tyron McDaniel You ever dealt with Green Tree Financial...
9 April 2015 | 3 replies

Last week I got a lead from a seller who hadn't made a payment on their B of A mortgage in 5 years which I could barely believe especially with this property being in Houston in a nice neighborhood... go figure! (Dang...

Noelle Neufeld Seeking Input / Referrals - Financial Forecasting and Budgeting
24 May 2023 | 3 replies

Hello!I would like to hire a professional, but I don't know what type of professional to search for. I have invested in private real estate and public stock investments, and I am looking for someone to make a comprehe...

Manny Apodaca 1st time home buyer programs/financial aid.
17 May 2023 | 2 replies

I was put on a quick claim deed to my parents home. It is paid for and had no financial obligations or tax benefits. Would being on the deed in California prevent me from claiming as a 1st time home buyer to financial...

Divya Brahmbhatt Information about financial loss experienced for research
18 May 2023 | 1 reply

I am a researcher conducting a project currently. I need data through the following questions: Have you ever experienced a financial loss from an investment? If so how much money was lost and how did it happen (please...

Jorge Abreu Your Why and Determining Your Financial Goals
16 November 2021 | 0 replies

👀 Traditionally, investors have focused on generating the highest possible returns or beating the market, while staying within their comfort zones in terms of risk. My preference to wealth management is goal-based inv...

Corday Clark Financial advice on potential rental vs sale
28 July 2023 | 1 reply

I purchased a SFH in 2020 in the heart of the pandemic and was able to get a 4br 2bath lake front property in Katy, Texas for 248k. Since then I have moved and I’m currently trying to decided what would be the best de...