Affiliate Spotlight: Russell Wilkie

Affiliate Spotlight: Russell Wilkie

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Affiliate Spotlight: Russell Wilkie We are honored to Have an Affiliation with Russell WilkiePresident of RSW Advisors in Bloomington Indiana Russell is a Graduate of The University of Indiana and adjunct  Professor at Indiana University Kelley School of Business....
Buying and Selling Notes

Buying and Selling Notes

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Buying and Selling Notes By Steve Sheppherd One of the many advantages of having Checkbook Control of your retirement account is the ability to buy, sell, trade or hold real estate notes. There are several advantages to this investment opportunity. The deals can...
Not All Financial Advisors are Created Equally

Not All Financial Advisors are Created Equally

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Not All Financial Advisors are Created Equally By Peter Rizzo Every day we have clients referred to us by different investment advisors and in our conversation with the advisor they are frustrated by the investment sales people who masquerade as advisors but are only...
Why 401(k)s are Better Protected

Why 401(k)s are Better Protected

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Why 401(k)s are Better Protected By Jordan Sheppherd One of the attorneys we work with sent me a bankruptcy case that illustrates one of the many reasons why a Solo 401(k) is a better investment vehicle for your retirement money than an IRA. As our clients and readers...