Hello! I am getting more into active investing now and would like to know if getting a CFP is helpful. I am in the process of acquiring a rental property and expect to acquire another in the next 18 months. I also hav...

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...

My parents will be retiring within the next 2 years and looking to relocate from Maryland to Los Angeles. They currently own their home free and clear but we are unsure as to the best way to leverage the HELOC they cu...

Can BP point me to a quality financial planner who has their client’s interest as priority? I’m going for the long term change my family legacy wealth. Financially free in above average time of course by being aware o...

Anyone can suggest in Florida, Tampa or Orlando area that does tax strategies and asset protection. What tips have you guys been using as starters to start with peace of mind on your asset protection journey? Im plann...

My husband and I are close to purchasing our first property out of state. We wanted to hire a CPA who can give us guidance and answer questions--about business structuring, tax savings, etc.--before we purchase our fi...

Going to try to do this at least semi regularly. Ask me any of your personal finance/planning questions! Happy to help in any way.

Beginner in REI and made bad mistake with " self directing " an IRA : now owe IRS big $$$so I need some assistance going forward 

Looking online I see a bunch of large companies that do this sort of work... but I would prefer a small consultancy, maybe just one or a few people. I would be especially interested to work with a female advisor if yo...

Good mornin' folks,I am currently a financial planner in the DFW area researching the financial needs of real estate professionals. Below are some of my questions:As a real estate professional, how could an a financia...