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Results (2227)
Deyano M. The Risks- my financial advisor
30 September 2011 | 17 replies

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...

Leticia S. Tucker Sell, stay or rent out
10 August 2022 | 28 replies

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...

Tony Stephenson Investors who are Financial Advisors
8 June 2019 | 2 replies

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...

Brian Plajer Tax/financial planning services
24 May 2024 | 17 replies

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...

Brandon Beaudoin Real Estate Investor? Fund deals doing THIS...
28 March 2024 | 16 replies

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...

Geoff Shaw Financial Advisor considering a career change
6 March 2021 | 3 replies

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...

Dominik Perrenoud New Member from Switzerland
21 December 2018 | 4 replies

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 ...

Connor Benn Tax Planning Ahead of Rental Portfolio
2 May 2023 | 7 replies

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...

Darren Looker Grandparents want to give mutual funds to grandchildren
19 March 2020 | 9 replies

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...

Jake Kodweis Seeking financial planner Rochester, NY
21 December 2018 | 5 replies

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!