I don't really know what I need.  I think I am looking for someone to do taxes and give tax advice but I am 52 with a great job and would like some advice for investing / retirement planning.  Right now with it being ...

Hello BP! I want to know what your thoughts are on getting a financial planner for someone who is new to real estate and just starting out? Have you guys used one? Has it been helpful/beneficial or do you recommend wa...

Do you recommend any financial planner/advisor in Bronx or Manhattan area?I have been using personal budget app Mint to keep track of my money traffic and I have been thinking about paying a small monthly subscription...

Hello

I am new to this and wanted to introduce myself. I specialize in Refinance loans and working with realtors in getting their buyers pre approved before they take their clients out.

I have a Real Estate lice...

I'm seeking recommendations for a good CPA and tax planner/advisor in Iowa, specifically someone with experience in rental property ownership. Thanks in advance!

Hello everyone, definitely need some advice and the forums have not let me down so far!
So let me start,
This week is my last week of school and I will be graduating with a master's degree. I am also currently in th...

Hello everyone, definitely need some advice and the forums have not let me down so far!
So let me start,
This week is my last week of school and I will be graduating with a master's degree. I am also currently in th...

I was browsing the world of digital planners recently. I secretly miss the days of notebook style planners, but I also really enjoy technology and keeping things simple with electronics/apps. I was hoping to find an a...

I just became a Pro member in the last month! We house hacked our first property and are now looking forward to adding more single and multi-family units to our portfolio.  I've just begun posting some of my trainings...

Really quickly about myself: 36/married/california and started in REI (out of state buy & hold) about 2.5 yrs ago. I started looking for a CFP just to get a third party to look into our finances and advise us on w...