HIGH HEEL BOSS: A Leadership Blog

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...

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...

Everyone loses in Real Estate. I mentioned that in the next several blogs I am going to review the most common misconceptions of Trust...

Is transparency a buzzword, a culture, a requirement? No, it is just the right thing to do. What does the word transparency mean to you?...

I was making moves to the top at the missteps of others. In walks lesson six and that is never disrespect your authority when managing...

Getting there is the easy part. Many people ask me how I got to the top of the pile at Ignite Funding. The “top” is only a word. The...

The unknown created fear, and fear creates reasons for why people do not try things. I was recently challenged with an idea to be one of...

Taking chances means you have a willingness to fail, but it doesn’t mean you don’t calculate & mitigate the risk. Business is ever...