I’ve recently been exploring wealth management strategies/options to make sure our assets grow and are protected. The problem is I don’t really know what we should be doing to take things to the next level.

For thos...

A colleague of mine is looking for a successor trustee for her trust (i.e., a trustee who would take over after she passes away) who is knowledgeable with managing rental property investments as well as a stock and bo...

Hi everyone. I live in a 60 year old building in Miami that is in terrible shape due to mismanagement. As a result of this, the entire building is infested with mold. Including my unit. I know this because I had it te...

Would like some perspective.  Not all of us are at the same point in our investment career or hitting our number, so realize there are many “right” answers.
We are starting to plane down in our investments.  Looking ...

Here is our situation.  We have what was a great tenant (husband, wife and son) for 16 months.   We were just contacted by the wife that due to domestic battery against her, the husband is in jail.   She is fearful of...

The acronym FINRA stands for Financial Industry Regulation Authority. On its website it describes its mission and utility."FINRA is dedicated to investor protection and market integrity through effective and efficient...

This post is admittedly as much about venting as it is looking for opinions of others. Here's what crossed my mind this morning: Social Security. I'm turning 49 this year and have been working (on the books) since age...

What do you guys like to do with your rentals? Damage waiver or security deposit or any other suggestions? I have never had an issue before but do like to make sure I am protected.

Dear All,I am in the process of closing a deal in Maryland. I have been buying property under my name, and don't have LLC set up yet. I wonder if I want to transfer the property I am buying under personal loan to LLC....

Hello!Thanks in advance for engaging in my question. I'm in the process of hunting for my first deal in Houston, Texas. Which do you think is better or the pros/cons to protect my personal assets outside of the invest...