Kevin Mccarthy
IRA Financial Trust Company - Reviews?
Hi,I'm looking for a self-directed IRA custodian for investing in a private company in Europe. I came across IRA Financial Trust Company (http://www.irafinancialtrust.com). They seem to be owned by (http://www.irafina...
Jennie Berger
What's fair / the going rate for a Fiduciary?
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...
Jeremiah Jordan
Brookview Financial
I have been looking everywhere for hard money/private loans in Michigan (Grand Rapids area not Detroit) and have only come across one so far. Has anyone used Brookview Financial and if so what were your experiences?
Chinmay J.
Financial Planner - To do or not to do...
So I recently got connected with a very good CPA in NoVA for my 2019 taxes, and she advised me that I need to see a financial planner. So far, I have been investing my money myself into stocks and bonds.
In my situa...
Jeff S.
Financial advisor advice
Never have used a financial advisor and not seeing the use for one. I know they are big into insurance etc. Do you use?
Deshawn Peterson
How can financial advisors help REIs?
Hey all, I am a financial advisor and also starting out in RE. I want to instead of going to RE alone, I want to leverage my resources, network, and skillsets to help others build their businesses. I'd like to partner...
Mara Hayes
Need one-time financial advice related to homebuying
My wife and I are small-time real estate investors with lower middle class income. We have two rental properties we keep for supplemental income. We have long-term goals in real estate but right now don't want to grow...
Derek Petersen
Do you have what it takes to be self-directed?
Do you have what it takes to be “Self-Directed” ?
This blog comes to you today from: My backyard! See photo at the end. Fully sponsored by me.
Part 1
A large majority of people should have their retirement fu...
Dominick Johnson
How much do you pay in financial advising and accounting services?
Hello BP,It is time for me to renew my contract with our tax strategist/financial advisor. We are upgrading our services to have them take over our accounting and book keeping as well. We are happy with their services...
Amy B.
Charlotte advisors who specialize in real estate investing
Hi, anyone know of a Charlotte, NC, fee-only/fiduciary financial advisor who also knows REI? I'm looking for someone to help with financial/retirement planning who is experienced with retirement portfolios that consis...