Articles, practical advice and tips

Financial Planning

Invest in What You Love

They say to Invest in What You Love! I have always loved Vacation Real Estate. It has a lot of great attributes that you may also love. Here are a few from my list: Cash Flow: It pays you frequently and never really stops. This income can replace what you do for work....

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FIRE

The much maligned millennials should get credit for creating a philosophy which is actually more sound than that of our parents or grandparents. F.I.R.E. was born from their lack of desire to conform to some of the old school methods that have frankly been beaten into...

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Investment Property Search

  https://youtu.be/7nj1jbMaFS0 Todd and Jackie Burkhalter Property Search We recently were looking for property for several clients who desire income producing real estate along the suncoast of Florida. Being relatively new to this area we decided to take to the...

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Happy Advicegiving

Happy Advicegiving

The Thanksgiving and Christmas holidays are, by far, my favorite time of the year. There is cheer in the air and an overall feeling of generosity. Being in the financial field for the past 22 years I have also learned that this is the time of the year when advice is...

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Real Estate Inside of an IRA

The recent increases in the real estate market has sent more and more first time real estate investors to Drive Planning. One of the common questions that we receive is centered around purchasing real estate (either to flip or rental/buy and hold) inside of a...

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The Personal Economic Model

One of the tools we are able to utilize when discussing the best course of action to secure your financial future is known as The Personal Economic Model®. Much as a medical doctor would use an anatomical model to convey medical concepts, we use the following model to...

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