The Dodd-Frank Act
This VIDEO was a webinar shortly after the Congress passed the Dodd-Frank Act. It concerns “financing” the purchase of homes. While the Act is targeted at mortgage originators and brokers,…
Author: Jeffrey Breglio
Trusts Generally
Trusts are contractual arrangement among three individuals or entities. They were designed to transfer the ownership and/or control of an asset until the meeting of certain conditions. A simple example…
Self-Directed Custodians
This VIDEO was a presentation by a self-directed custodian on choosing a custodian, opening an account and moving money and assets to that accounts. It is a great place to…
Self-Direction Basics
Self-direction is the vehicle to use retirement account money to invest in real estate. It’s a great tool, but does requires education and knowledge. This 60-minute webinar goes over the…
Retirement Accounts
Surprisingly, many self-employed people don’t realize that they can contribute to retirement accounts. There are many ways, each with its own set of rules, to do invest in retirement. We…
Intellectual Property
Intellectual property is just that: property created by your intellect, your brain, your creativity, your expression of ideas. It is commonly referred to as IP. IP encompasses a large area…