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Results (3,246+)
Zach Matson Daily Schedule and habit/goal tracker for entrepreneurs
8 December 2025 | 9 replies
Quote from @Jen Menchaca: Hi Zach, I’ve recently purchased a planner that is very similar to this.
Brijet Mall Estate Planning for properties in multiple states
24 November 2025 | 2 replies
We're looking estate planner who has worked with real estate investors.
Brian Cook Looking for a real estate savvy registered investment advisor (RIA)
20 November 2025 | 4 replies
@Brian CookReach out to a few of the financial planners here on BP and see who you connect with.I am a fiduciary and fee-only.
Liam Singh Looking for Insight: 1-Acre Off-Market Property with Two Homes on a lot
21 November 2025 | 3 replies
Planners will often tell you the political reality.4.
Armando Carrera Do I (we) need a financial advisor?
15 November 2025 | 19 replies
@Armando CarreraSome financial planners understand real estate and work with real estate investors.
Will Martinez Finance cowboy rental academy reviews
15 November 2025 | 17 replies
The point is that you can’t give advice about securities and not be a licensed/registered investment advisor or financial planner. 3) You are misleading people by saying that real estate only goes up, which is what you definitely portray.
Gp G. 401k SP500 money into real estate rental property in current market
10 November 2025 | 15 replies
Hire a financial planner to get professional advice tailored to your specific situation.
Shan Vincent Has anyone used WealthAbility?
26 November 2025 | 159 replies
There is a network of Certified Tax Planners out there that you could look into as wel.Hi @Greg O'Brien,I'm looking for a firm that can work with the tax and wealth strategies that WealthAbility and AICTP teaches but would be willing to accept a single member LLC as a client at more reasonable rates than those who are part of the WealthAbility network. 
Corey Brown Is Newark, New Jersey A Hot Market Or A Bomb Waiting To Explode
9 November 2025 | 26 replies
Chatting with urban planners and researchers, the consensus is that the worst that can happen to Newark is nothing, and that the status quo would remain. 
Alex Johnson What financial planning / tax strategy services do I need and how much should I pay?
28 October 2025 | 9 replies
I would say a general range would be $2,500 - $5,000 per year.On the financial planner side, I'd recommend getting a fee only CFP.