8 December 2025 | 9 replies
Quote from @Jen Menchaca: Hi Zach, I’ve recently purchased a planner that is very similar to this.
24 November 2025 | 2 replies
We're looking estate planner who has worked with real estate investors.
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.
21 November 2025 | 3 replies
Planners will often tell you the political reality.4.
15 November 2025 | 19 replies
@Armando CarreraSome financial planners understand real estate and work with real estate investors.
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.
10 November 2025 | 15 replies
Hire a financial planner to get professional advice tailored to your specific situation.
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.
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.
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.