May 23, 2024
By Jessica Lanning, JD, CFP® The HELOC and the SBLOC are two tools I think all investors should have and are the ones most often overlooked. How HELOCs Work Most people are familiar with a home equity line of credit. Homeowners go to a bank. If there’s enough equity...
May 20, 2024
VALERIE SHIRAH IS A WIFE, MOM OF THREE, AND ENTREPRENEUR. SHE’S ALSO THE CO-FOUNDER OF THE STREAMLINE TEAM AND HOSTS HER OWN PODCAST: WEALTH BY CHOICE. When my husband was diagnosed with Parkinson’s disease in 2019, we realized that we could not depend...
May 17, 2024
DAN THOMPSON is a seasoned Financial Advisor and Business Owner, with almost four decades of experience. He started his career as a stockbroker in 1986, but after witnessing the 2001 stock market crash, he realized the need for safer and more predictable investment...
May 10, 2024
TJ Kosen has been in the market since 2006. He has owned and managed residential real estate from 1 to 112 units in addition to a residential Real Estate note portfolio and self storage facilities. His Dallas based investment company TNT Property Solutions moves a...
May 9, 2024
By Jessica Lanning, JD, CFP® While sitting family style at dinner on the Amtrak train with my two new friends this past New Year’s Eve, I was asked: “What’s your best financial advice these days?” Yes, Amtrak. The train cars are totally stuck in the 90s – one outlet...
May 6, 2024
Dan Haberkost Throughout high school and college, work dominated my life. I’d go to school and then go to work and that was about it. As time went on, I quickly became tired of this sort of routine and decided there was no way I was going to allow my entire life to...
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