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What to Look for When Hiring a Professional Financial Advisor

Look for a licensed professional with the appropriate certifications, whose approach to financial planning matches your own, and who has a history of making sound investment decisions. 

By |2023-04-22T21:38:00-07:00February 23, 2019|Categories: Financial Planning|Tags: |Comments Off on What to Look for When Hiring a Professional Financial Advisor

Why a Buyer Should Never Pay More than Appraised Value on Leveraged Property

Investors who use leverage to produce hefty returns lose out on potential gains when they fail to consider the opportunity costs associated with the additional funds required to cover the shortfall between the appraised and offered prices.

By |2023-04-22T22:01:04-07:00May 13, 2017|Categories: Real Estate Investments|Tags: , , , , , |Comments Off on Why a Buyer Should Never Pay More than Appraised Value on Leveraged Property

The Difference between Residency and Domicile

These terms hold significant legal and financial implications and must be understood thoroughly to avoid complications with taxes, legal issues, and more.

By |2023-04-22T21:15:39-07:00September 23, 2016|Categories: Financial Planning, Real Estate Investments|Tags: , , , |Comments Off on The Difference between Residency and Domicile

Property Management Certification for Real Estate Investments

Yesterday I completed the requirements to earn a certificate in property management by the California Association of Realtors®. I decided to add this designation to gain a better understanding of the challenges facing today's investors and property owners.

By |2023-04-18T12:29:48-07:00September 8, 2016|Categories: Orange County Real Estate, Real Estate Investments|Tags: |Comments Off on Property Management Certification for Real Estate Investments

This Laguna Woods Woman Worksout, Swims, and Goes to Work

Laguna Woods Dynamic Red Head Moving to an age restricted community [...]

By |2016-08-15T12:48:24-07:00August 15, 2016|Categories: Seniors Real Estate Specialists|Tags: , |Comments Off on This Laguna Woods Woman Worksout, Swims, and Goes to Work
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