FREEDOM, REAL ESTATE, AND RETIREMENT: TOM’S 55+ GAME PLAN Watch the Youtube video: Tom’s 55+ Game Plan Retirement: it’s a word that conjures up images
LIVE YOUR LEGACY The conversation revolves around the themes presented in the book Die With Zero by Bill Perkins, which encourages people to reconsider traditional
WHEN THE MARKET SHAKES 3 STRATEGIC MOVES FOR INVESTORS It is hard to ignore what is happening in the stock market, the price of gold,
Click here to watch the YouTube video: For some people, April 15 means taxes are behind us. For others, extensions have been filed. But taxes
WANT BETTER RETURNS? You might be able to get 4% or even 5% on your “short term” funds if you have a savings account or
Funding Your Retirement Vision Creating a retirement vision starts with household conversations about individual and combined goals. It’s important to define your desired lifestyle, such
VOLATILITY: WHAT TO DO WITH IT? Volatility jumped back into our awareness recently, with the 10% correction in the stock market. By volatility, we mean
REASONS WHY YOU WANT TO MAKE A “SOFT COMMIT” In the world of multifamily real estate investing, opportunities can come and go quickly. As one
Many savvy investors are aware that they can use their IRAs and certain 401(k) accounts to make money in real estate. Some use the Roth
Many investors have heard of syndications. Investors who want to be limited partners need to know not only the benefits, but also the potential risks.
Invest Smarter in Multifamily Real Estate—Without the Headaches Real estate has long been a powerful tool for building wealth, but not everyone wants the hassle
FROM RETIREMENT TO FINANCIAL FREEDOM Imagine stepping into retirement with peace of mind, knowing your savings are growing steadily and securely. We share the story
COMPOUND YOUR KNOWLEDGE FOR BETTER RETURNS Dave Ramsey talks about using a debt snowball to pay down debt. We discovered that what’s even better is
Watch or listen to the video on YouTube: You can also read a summary here. One Key To Prepare For Retirement Surprises When we were
We wish you a wonderful New Year. HERE IS A SHORT YOUTUBE VIDEO GREETING FROM MIKE AND HARLAND If you are thinking about being ready
You Don’t Need To File With FinCen At This Time This week we are discussing the recent ruling by a Texas judge that the Corporate
INVEST WITH THE BEST OF THE BEST (Note: Watch the YouTube Video of the 8-minute conversation summarized below by clicking HERE) Mike Jacobson and I
Crush your Top 3 Fears as a First-Time Multifamily Investor Unlock the Confidence to Succeed Multifamily syndications offer incredible opportunities to build wealth and create
Are you taking advantage of these five benefits? Watch the YouTube video here. Five Reasons Real Estate is an IDEAL Investment DISCOVER 5 REASONS WHY
FROM ANXIETY TO ACTION: HOW SMART INVESTORS ARE SECURING THEIR RETIREMENT TODAY It is natural to feel a mix of emotions as you anticipate retirement
How to Ensure Your Savings Last as Long as You Do PLANNING FOR TOMORROW: Navigating Longevity Risk in Retirement How to Ensure Your Savings Last
5 THINGS TO CONSIDER ABOUT INVESTMENT FEES AND EXPENSES Managing Your Concerns About Possible High Fees and Expenses In Multifamily Syndications INTRODUCTION Mike and I
Does Your Investment Mix Align With Your Risk Tolerance And Financial Goals? ASSET ALLOCATION MIX Does Your Investment Mix Align With Your Risk Tolerance And
Top 5 Concerns for First-Time Multifamily Syndication Investors (and How to Overcome Them) 15 Ways to Address Them So Fear Doesn’t Stop You from Starting
VERIFY THESE ASSUMPTIONS BEFORE YOU INVEST IN A SYNDICATION Last week Harland talked about getting to know the syndicators. This week is about understanding the
ASK THESE 3 QUESTIONS Before Investing with a Multifamily Syndicator Investing in multifamily syndications can be a great way to diversify your portfolio and achieve
Are You Voting To Protect Your Investments and Income? ELECTIONS HAVE CONSEQUENCES Are You Voting To Protect Your Investments And Income? Every election cycle we
John, like many, wanted his hard-earned money to work for him without the daily grind of property management. After careful research, he took the plunge into multifamily passive investing. On paper, it seemed ideal – steady cash flow, appreciation, and no hands-on management. But as John soon discovered, passive investing wasn’t as carefree as he imagined.
THREE WAYS TO GET TAX-FREE MONEY FROM REAL ESTATE Recently I heard someone say, “It’s too bad there’s not a way to grow and pull
4 CRITICAL RESPONSIBILITIES TO KNOW ABOUT YOUR MULTIFAMILY OPERATOR As a Passive Investor, Your Success Depends on Them Being Very Good at These When you