So folks...
Just wanted to see everyone's opinions on this. About 2 years ago my wife and I hired a financial advisor. He has been fantastic- we have some great retirement investments and are 200% better saving for t...
I have a home in a desirable neighborhood. Currently have mortgage at 2.75. Could leave and rent out make $900 to $1,000/month.
OR... I could sell and net $200,000 to $300,000, no capital gains.
I am hoping to reti...
Hello BP family, Outside of the Navy, Im currently working with an insurance and investment firm and I sit down with a lot clients who have money sitting in their IRA's that they could be using to invest in real estat...
Hello, I'm an investor, less than five properties and growing. I have heard several podcasts about the importance of a solid tax strategy. My current tax preparer does not seem to offer much of a strategy with regard...
Hi everyone! I am a licensed financial advisor but am considering becoming a mortgage loan officer. Has anyone made this transition before or been able to keep both licenses simultaneously???Thank you in advance for h...
Real estate investors ❗🫵🏘️🏠🏞️WHY❓..... are you relying on banks for funding your deals when whole life insurance offers the same function but with (many) MORE benefits, both short and long term? 🤔💡**Access to Cash Val...
Would sitting down with a real estate CPA and tax advisor before beginning to build a portfolio be overkill? I've heard so many horror stories of investors getting the rug pulled from under them come tax time. What re...
Hi thereI'm a 23 y.o. university student from Switzerland. I have taken up an interest in real estate investing after reading Rich Dad Poor Dad by Robert Kiyosaki earlier this year (from what I read on the forums ...
My parents have some mutual funds that they want to give to my 3 kids while the markets are down. All 3 children are minors. What is the best way to minimize taxes in this situation? Transfer or sell and buy back into...
Hey folks! Seeking a financial planner/investor who might be willing to sit down and review our goals and an actionable plan to achieve them. Any references would be greatly appreciated!