Hi Y'all:We're in the stages of possibly transitioning away from our financial advisor at a large institution to a third party custodian and hiring a true Fiduciary. The one I'm considering right now is fee based only...

Read this article this morning, and thought it would be of interest to real estate agents and brokers who invest. In my opinion the mistake was not providing a disclosure that the broker was not acting as an agent to ...

Hello fellow BPers!

I'm trying to get things going with probates and it's been a slow start. It's not necessarily the easiest thing to figure out. Anyway, when I go to one of my local courthouses, they can gi...

Hey all I posted this in the marketing forum as well:I had a question for all of you.I have found a PDF list online that states the following:LEGAL PROBATE NOTICE THE STATE OF NEW HAMPSHIRE 10th Circuit - Probate Divi...

Tune in as we dive deep into the challenges faced by investors when seeking advice
from financial advisors.
Reasons some financial advisors can't be trusted
Financial advisors are crucial in assisting individuals w...

A deceased parent owned rental properties. From the time of the decedent's death through tax year 2019, the estate has been filing fiduciary returns, passing the income and the tax liability through to the beneficiari...

Hi all,Looking to hire a financial advisor who is experienced in real estate and can confidently advise across asset classes. Have done lots of research on this and have had very little luck. Had a promising call with...

Good morning all, I've been wholesaling for a while and have been tossing around the idea of getting licensed. After weighing the pros and cons, there only seems to be one lingering issue with which I am struggling: t...

Are RE agents limited when it comes to investing?

Hello BiggerPockets Community,
I'm currently in the early stages of planning my investment journey and considering whether to enlist the help of a fiduciary financial advisor to get my finances in order first. Given ...