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Results (10000)
Derrick Wortman What kind of Financial Advisor do I need?
23 March 2024 | 2 replies

Hey Everyone,
I am struggling trying to figure out what kind of Financial Advisor I need. I am trying to accomplish the following:
- I have 7 properties that have great cashflow that I plan to retire off them.
- I ...

Jorge Abreu Your Why and Determining Your Financial Goals
16 November 2021 | 0 replies

đź‘€ Traditionally, investors have focused on generating the highest possible returns or beating the market, while staying within their comfort zones in terms of risk. My preference to wealth management is goal-based inv...

Nico Corrao ISO financial team - accountant/cfa/cpa
28 August 2023 | 3 replies

HelloI'm an investor in Maine, Massachusetts, and New Hampshire. (Maine is the primary focus for real estate)I am in need of a fiduciary for some financial planning, including new and current investment strategies - I...

Billy Amberg Friendly New Guy Alert!
8 February 2018 | 2 replies

Hey everyone! FNG here. My name is Billy Amberg, originally hailing from the self-proclaimed hottest place on earth, Columbia, SC, I moved to Charlotte, NC with my wife and dog during the summer of 2015. I have bee...

Mike Schorah What’s a better business model for initial contact? Door knocking or direct mail?
3 June 2023 | 4 replies

I assume that you can make a pot load of money with door knocking, but it’s tougher to scale than direct mail.

Jacob Greenhoe Tax Professional in Lansing MI
4 January 2022 | 3 replies

I've had great luck in the past reaching out to this community.  I'm seeing if anyone within this community has a great tax professional that they've been working with.  I've always done my taxes myself through TurboT...

Ashley Storke Using bank statements instead of tax return
15 July 2018 | 4 replies

Looking for some helpful direction. My husband and I are looking to build, on land already purchased. The problem I’m running into is, with my husband being a builder and me being an agent, our checking account is mor...

Adam Sankowski Has anyone ever used a loan against a stock portfolio to finance?
14 December 2022 | 33 replies

Hi!  Has anyone out there ever used a loan against a stock portfolio or a margin loan to finance real estate?  (I want to finance a rehab)... I'd love to hear from someone who has done this!  Everything I look up make...

Nick D. 5 Lies Brokers Tell You
20 June 2018 | 0 replies

Brokers' poor reputation has caused many brokers to rebrand themselves as “Commercial Real Estate Advisors” or “Real Estate Consultants.”This is similar to the Wealth Management and insurance industries, where commiss...

Aprelle Hawkins New to Real Estate Investing
6 October 2016 | 5 replies

I currently work in banking and have been interested in real estate investing for some time. I have read and watched every podcast, youtube video, or book I could get me hands on. I am eager to go out and make my firs...