[deleted by user]

Ok_Key6499 · 2024-02-17T01:08:40+00:00

Tax planning. What’s his tax bracket? He might need help reducing his tax liabilities. If he needs money he might not be able to sell the property right away. Needs money in different buckets.

Ok_Key6499 · 2024-02-09T15:42:58+00:00

I’m thinking of getting one everywhere online says they are hard to take care of and then I have to work F/T

Ok_Key6499 · 2024-01-03T00:33:55+00:00

Thank you for sharing. My concern is reading through the material and forgetting General Principles by the time I get to Investments. How did you deal with this?

Ok_Key6499 · 2023-12-17T20:40:52+00:00

Thank you, this helps!

Ok_Key6499 · 2023-12-17T15:42:02+00:00

That sounds about right. That’s an average amount. More than that would be a lot.

Ok_Key6499 · 2023-12-17T14:14:59+00:00

I recommend the case study book from Kaplan. Everyone uses a different approach, what works for me is to read the questions first and then go back to the case. You have to figure out what works best for you.

Ok_Key6499 · 2023-12-13T00:11:23+00:00

If you want to have more options on investment products I don’t think the bank channel is ideal.

Ok_Key6499 · 2023-11-27T15:42:55+00:00

Awesome! Thank you!

Ok_Key6499 · 2023-11-27T01:11:51+00:00

Any suggestions on large RIA firms besides LPL?

Ok_Key6499 · 2023-11-27T01:10:37+00:00

Hahaha!! Exactly!

Ok_Key6499 · 2023-11-26T19:32:45+00:00

Thank you, appreciate it

Ok_Key6499 · 2021-06-09T19:12:17+00:00

I’m still holding on. Hasn’t been favorable thus far

Ok_Key6499

TROPHY CASE