HIGH HEEL BOSS: A Leadership Blog

Part 3 - No Liability The real estate default and foreclosure process typically does not resolve itself overnight, especially if these...

Part 2 - Crowdfunding Company Pitfalls Unfortunately, due to the more recent availability of these types of investments on the market,...

Part 1 There is no doubt that the rise of online crowdfunding platforms altered the face of the real estate lending industry. Real estate...

Part 3 The “Mega” in mega backdoor Roth IRA You can convert as much as you want anytime you want from a Traditional IRA, SEP IRA, Solo...

Part 2 Roth IRA contributions are limited by your modified adjusted gross income (MAGI). For 2021, your Roth IRA contribution limit is...

Part 1 There are many ways to save for retirement, each with different benefits and limitations associated. Most people are familiar with...

Question 5: Is self-dealing of digital currency investments in a Self-Directed IRA allowed? We have seen a significant increase in...

Question 4: What are the pros and cons of non-segregated and segregated digital currency storage? Non-segregated storage of digital...

Question 3: Does it matter how the digital currency is stored? There are two ways to store digital currency; non-segregated and...

Question 2: Does it matter what trading platform is used for the purchase and sale of digital currency? Preferred Trust Company strongly...

Question 1: Should I be leery of digital currency marketers? As a self-directed IRA custodian, Preferred Trust Company provides clients...

My creativeness catches people off guard. If you have been reading my blogs, you know that my grandmother was an inspiration in my life....

Time flies when you are having fun, working hard, and when reality sets in that your baby is now a full-fledged teenager. It feels like...

4 Ways to Maintain Diversification. SOLUTION #3 – Lack of Diversification If you are investing through a mortgage broker you want to be...

Are you really diversified? PITFALL #3 - Lack of Diversification When investing in the stock market, do you put everything in your entire...

Take a closer look at loan Underwriting, not just LTV. SOLUTION # 2 – Loan-to-Own Underwriting What is the solution to loan-to-own...

Take a closer look at loan Underwriting. PITFALL #2 - Loan-to-Own Underwriting Loan-to-own underwriting is pitfall number two. In this...

Align the Broker and the Investor SOLUTION #1 – An Invested Mortgage Broker The solution to this pitfall is not complicated. You need to...

Who is your broker really working for? The comments are all too familiar. "It’s too good to be true...” “You’re going to lose all my...

The biggest issue as you amass wealth is how to keep it. Since I am a 40 something and I have practiced what I preach with the skills...