By Carl Fischer, Co-Founder of CamaPlan LLC Reaching retirement is an important milestone, and part of the journey often involves managing your retirement savings. If you’ve recently changed jobs or retired, you may be faced with the decision of what to do with your old 401(k) plan. It can be daunting or exhilarating. It can…
The first stock exchange was established in 1602. The real estate industry as we know it has its roots in property rights established in the 1800’s. But at least as early as 600 BC, humans have used gold as currency. Rare, beautiful, and malleable, every society has treated gold as a valuable asset — even…
David Pupo did not set out to become a coach and mentor to real estate investors. Junior or novice investors simply noticed his runaway success — over 300 transactions and a big portfolio of rental properties, accumulated using his signature “Triple Offer Method,” — and asked him for advice. He started charging for his time when…
Real estate is everywhere. Lots of people go into it. Lots of people understand it. After all, many of us will own a home at one point, and even more of us will rent one. It’s kind of easy to understand that business, because we’re all customers of that business. Other people embrace a more…
After almost 25 years working for Silicon Valley startups, had about 150 reasons to want to get out of the rat race — the 150 or so days the various startups he worked for had him in cars and on planes, almost half a year on the road pitching software solutions in person. If he…
by Maggie Polisano, Co-Founder, CamaPlan| Mar 3, 2023| By most studies, Americans aren’t saving enough for retirement. The Setting Every Community Up for Retirement Enhancement (SECURE) Act of 2019 was created to try and reverse that trend. In 2022, President Biden signed into law SECURE 2.0, which added on to the 2019 law. Some provisions of SECURE…
by Denise Piazza, One Street Capital | Mar 3, 2023| Taxes aren’t the most exciting aspect of real estate investing (even coming from a CPA), but they’re important to understand nonetheless. As a real estate investor, it’s much more fun to focus on great returns and upgrading your lifestyle, but you must be sure to not overlook taxes…
Denise Piazza likes numbers. “My husband and I are both CPAs,” she told Michael Duncan of the Road to Financial Freedom Podcast, “and so that pretty much means our kids have no chance of being cool whatsoever.” As such, she doesn’t just stop at the growing numbers of units under management at her investment firm,…
When Legacy Group decided to make a modest entry into the Colombian Coffee business in 2017, they quickly discovered they were thinking too small. “At first we were looking to pay cash flow,” Josh Ziegelbaum, Director of Investor Relations for the fast-growing alternative investment fund, told Michael Duncan of The Road to Financial Freedom Podcast,…
Like so many real estate investors, Patrick Grimes learned a lot of lessons the hard way in 2008 and 2009. Having begun investing in single-family homes in 2006, he found himself at the top of a market that (supposedly) had no top. “I was a high paid high tech professional,” he told Michael Duncan of…
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