by admindan | Jun 18, 2024 | Financial Information, Money Tip
Are you looking for the BEST advice on your finances, such as mortgage loans, investments, etc.? Problem: Did you know big bank financial advisors are required to direct their clients to in-house mortgage loan officers and investment options? I’ve networked and talked...
by admindan | Sep 13, 2022 | Financial Information, Money Tip
In my 60 years on this earth, I’ve talked to 100s of people to learn their path to financial success. These are five of the best advice: Start saving money in an account every month by learning how to live within your budget. Find the best financial advisor that has...
by admindan | May 4, 2021 | Financial Information, Money Tip
Want to save on taxes? Who doesn’t! Are you concerned about capital gains taxes associated with the sale of your appreciated real estate or any appreciated asset, especially after the passing of Prop. 19? Solution: Use Qualified Opportunity Funds – a tax...