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Results (10000)
Shaune Faust Newbie need direction with financial plan
17 November 2016 | 8 replies

I have $20k and I want to invest. I currently own and live in a multi family with some equity purchased in 2014. I would like to start with properties under 100k I work full time have a husband two sons ages 6 and 3 m...

Patty Harris Financial planning; CPA; capital gains taxes
25 May 2018 | 5 replies

I don't currently have an accountant; I have been a devoted Turbo Tax user for over 15 yrs. I even (I think, I got a refund) got through the forms for my duplex purchase in New York last year.I would like to find a CP...

Arie Guerra Tax Law and Financial/RE Planning
18 June 2024 | 4 replies

Hi! New Bigger Pockets member who is looking for *serious* financial and RE guidance. I currently have a CPA (only handles taxes and offers standard tax deductions advice) and a wealth manager at Abacus (handles retir...

Christopher T Rieser Financial plan for doing RE full time.
10 June 2019 | 2 replies

I have 6 units now and want to make a plan to better understand when, and what I need to do, to eventually jump to doing RE full time.  Where do I start and who should I be talking to?  Can anyone recommend a financia...

Andrew Isaacs Pro forma financial statements for strategic planning
16 July 2012 | 1 reply

Not sure exactly where to file this post. I'm in search of a high quality excel file for doing some strategic planning. Anybody got any hot tips or good resources? I don't need any reporting capability, just some m...

Brady Mullen Real Estate Investing and Traditional Financial Planning
29 September 2023 | 7 replies

I spend a lot of time thinking about how to apply my financial background (18 years as an independent financial advisor) to the choices we all must make about real estate. I'm talking about choices like renting vs own...

Brady Mullen Traditional Financial Planning's View of RE Investing
3 January 2024 | 5 replies

I couldn't believe I read this.
I was in the magazine section of Walmart while my wife was looking for craft materials for her kindergarten students.
I was drawn to "The Essential Retirement Guide" (from Centennial ...

Chad Carrodus Financial planning for unmarried DINK real estate agents?
3 January 2019 | 0 replies

Assuming an unmarried couple who lives together, shares nearly all expenses, and both work as real estate agents who each make apx. $150K/yr but would also like to start in REI, would it be advisable to start an LLC w...

Sean York Financial Planning for the Unemployed during COVID-19
16 April 2020 | 1 reply

Looking for advice. . . I lost my job as a development manager in January just before the COVID-19 and have been looking to gain re-employment in the multifamily development sector.  Unfortunately,  the virus has real...

Tim Porsche My Planned 5 Year Path to Financial Freedom
5 November 2015 | 8 replies

Hi All,So below is my five year plan to reach a state of financial independence, where all my bills can be paid with (semi) passive rental income. Would love to get your opinions on how doable you think it is, or if y...