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Results (10000)
Justin Wright CPAs and Financial Advisors
6 July 2020 | 11 replies

I’m an active duty military investor just starting out. We just purchased a SFH at our next duty station that we intend to live in then rent. I’ve got big plans and strategies for the future and my journey to financ...

Christine Krevalin I'm looking for a financial planner who is a REI (if possible)
21 December 2022 | 1 reply

I am having a hard time finding a financial planner (advisor) that can help me organize myself.    Does anyone know of any that are more open to REI's (or is one themselves) that can help structure my plan? Am I limit...

Will Sam Financing options points or no points?
21 August 2023 | 12 replies

Which one makes the most financial sense, Purchase prices 310k to be rented. Rent is around $2200
Citizens bank @
25% down
7.375% 2 points ($4650.00) $1975.91
7.5% 1.7 points ($3952.50) $1995.76
7.625% 1.5 poin...

Dominic Bailey Are IUL insurance plans a scam?
28 November 2022 | 29 replies

I recently signed up for iul. However now I'm hearing stories that they may be a scam or some type of pyramid scheme. Does anyone have any experience with them

Ruben Kanya Is an HOA a deal breaker for a cash flowing quad?
4 December 2019 | 6 replies

Would you have any pushback or concerns on a cash flowing quad in an HOA community? Is the HOA a deal breaker for you? Slight concern or major concern? If so why?I was speaking to a partner in my network and they had...

Kathia Molina Buying our first investment property
29 November 2018 | 4 replies

Hello,My husband and I are in the process of buying our first investment property. We have a HELOC and cashing out a 401(k) for the down payment. Both our tax accountant and financial planner are against the cash out ...

Matt Miller Financial Planning for REIs
31 July 2019 | 6 replies

Financial advisors that will steer you toward mutual funds or insurance policies are easy to find, but finding someone that understands real estate investing and how to build a plan for the future around it is a diffe...

Terence Crafton I am seeking an Advisor/Planner
30 January 2024 | 12 replies

How do I go about finding a CFA/CFP in the Kansas City Missouri area? Do banks (Commerce Bank in particular) have any of these agents? I just moved back into the area. Thank you for your time and help in advance. 

Devon Craychee Fiduciary Financial Planner
2 February 2020 | 13 replies

Looking to see if anyone has a recommendation on a good fiduciary financial planner. Particularly one that has an interest or stake in real estate. I'm in the Los Angeles area. Appreciate any help.

Thanks!

Kate Barry Managing Investment Property - Better to have the expense or not?
18 January 2023 | 8 replies

Hi AllI am a Realtor as well as investor, and we have a property management company as well.  I am looking to invest with partner on some potential deals that will require a PM, and I'm wondering what the pros and con...