Is Your Estate Plan Protecting Your Mortgage Note Investments?
When investing in mortgage notes, most people focus on the …
Discover retirement investing using mortgage notes. We’ll cover self-directed IRAs (SDIRA), trusts, and much more!
When investing in mortgage notes, most people focus on the …
Leaving a job, whether by choice or due to unexpected …
This weekend we had the pleasure of attending the 10th …
Retirement—it’s a word that conjures up images of relaxation, travel, …
When it comes to planning for the future and ensuring …
Are you staring at your Roth IRA and wondering How …
Have you ever thought about what would happen to your mortgage note investments if something unexpected happened to you or a key player in your business? If that thought hasn’t crossed your mind yet, it’s time to talk about key person insurance—a critical tool for protecting your investments, business continuity, and financial peace of mind. …
When investing in mortgage notes, most people focus on the numbers—cash flow, interest rates, and the potential for profit. But there’s another critical aspect that often goes overlooked: what happens to your investments if something unexpected occurs? At NoteTerra Capital, we often ask, “Is your estate plan protecting your mortgage note investments?“ Why Estate Planning…