Todd Rosenfield is an exceptional estate planner whose work speaks for itself. His dedication to his craft is evident in his meticulous attention to detail, and his willingness to go above and beyond for his clients. When my wife and I sat down with Todd to discuss our estate planning needs...
As a Real Estate Planner our objective is to understand your goals, your needs both now and in the futures and recommend solutions that align with those goals. This conversation often begins with understanding your family and what is important to you. We will ask you about the properties you...
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As Blair duQuesnay, a financial planner at Ritholtz Wealth Management, points out, there is another upside to waiting longer to buy: You can grow the original amount by ramping up your savings. “If they’re still earning, that could add to the down payment,” she said.“And the low in...
You should have access to your parents’ lawyer, accountant, financial planner, and broker. Do you have contact information for a neighbor or someone who sees your parents regularly and whom you can reach out to for a gut check, if you have concerns? With financial fraud and abuse, often ...
Optimizing your website for local searches ensures that you appear in queries like “real estate agents near me” or “homes for sale in {city}.” This helps you connect with clients in your specific geographical area. Finally, compared to traditional advertising methods, SEO offers a cost-...
“systematic, persistent lack of housing production” as though that could be changed with the wave of a central planner’s wand. As I noted inCity rebuilding costs from the Halifax explosion, even when land is free and there are no zoning restrictions, the basic cost of building an ...
Learn about real estate investing in Fort Collins, Loveland, Greeley and Windsor, Colorado from James Orr, Realtor and Real Estate Financial Planner.
Many individuals and families already have a financial planner, but take advantage of Smart Planner to receive a second opinion about their financial needs. After all, the cost is very affordable, and the unbiased recommendations are almost assured to reveal money matters that can be improved upon...