Blog
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Trump’s New Tax Bill: Big Bonus for Real Estate Investors
Trump’s New Tax Bill: Big Bonus for Real Estate Investors The Tax Cuts and Jobs Act (TCJA), sometimes called President Donald Trump’s “big beautiful bill,” brought significant changes that shook up the entire real estate industry. From bonus depreciation to expanded deductions, these new rules transformed how investors approach deals, structure entities, and plan their…
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What’s My Purpose? Questions to Find Your Why
What’s My Purpose? Questions to Find Your Why Have you ever caught yourself wondering, “What is my purpose?” This question can pop up while you’re stuck in traffic, scrolling through social media, or sitting in a quiet coffee shop. It’s one of those big questions that tugs at you until you finally stop and really…
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What Are Closed-End Funds? A Simple Guide to CEFs
What Are Closed-End Funds? A Simple Guide to CEFs I’m constantly on the lookout for passive income opportunities for members of my Passive Investors Circle. And one of the easiest ways to do this is by tapping into the low-hanging fruit most people already have: a stock market portfolio. Let me explain… Most investment portfolios…
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How to Become Financially Independent and Retire Early
How to Become Financially Independent and Retire Early Ever wondered what it really means to become financially independent? For some, it’s about retiring early and traveling the world. For others, it’s having the freedom to work part-time or focus on a passion project without worrying about bills. No matter what financial freedom looks like to…
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Build Income That Doesn’t Rely on You: How to Make Work Optional
Build Income That Doesn’t Rely on You: Make Work Optional with Passive Income Do you ever feel like your life stops the second you stop working? Like you’re stuck in a loop where your income completely depends on you showing up every day? For most high-income earners, taking time off means watching money fly out…
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Passive Income for Doctors: 7 Ideas Beyond Patient Hours
7 Passive Income Ideas for Doctors (That Don’t Involve Seeing More Patients) You worked hard to become a doctor—but is your income truly working for you? I get it—because I was in your shoes as a periodontist who spent years following the traditional path: go to dental school, rack up student loan debt, build a…
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Why 401(k)s Won’t Set You Free—But This Income Strategy Will
Why 401(k)s Won’t Set You Free—But This Income Strategy Will What if everything you were taught about retirement was wrong?If you’re a high-income earner, chances are you’re putting your hard-earned money into accounts you can’t touch until you’re 60 or older. But what if you didn’t have to wait that long? ⚡ Don’t want to…
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How to Earn Passive Income in Real Estate Investing
How to Earn Passive Income in Real Estate Investing If you’re new here, I’m Dr. Jeff Anzalone—a periodontist who used to rely 100% on active income from my practice. Like many high-income professionals, I thought the only path to retirement was grinding away for 30+ years, maxing out my 401(k), and hoping it would be…
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506b vs 506c Explained: A Guide for Investors
506b vs 506c Explained: A Guide for Investors If you’ve looked into investing in private real estate deals, you’ve probably come across the terms 506b and 506c. They sound complicated, but they’re just two different types of investment offerings under Regulation D of the Securities Act. These rules come from the U.S. Securities and Exchange…
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How Does a K-1 Loss Affect My Taxes? A Simple Guide
How Does a K-1 Loss Affect My Taxes? A Simple Guide If you’ve ever received a Schedule K-1 tax form, you might’ve noticed a loss reported on it—and wondered, “How does this affect my taxes?” The answer isn’t as straightforward as you might hope, but understanding it could help you reduce your tax liability and…
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What Is Real Estate Syndication? A Beginner’s Guide
What Is Real Estate Syndication? A Beginner’s Guide Real estate syndication is a powerful way for high-income earners like doctors and dentists to tap into commercial real estate opportunities, without managing properties themselves. Imagine pooling your money with a group of other investors to buy an apartment complex, an RV park, or a mobile home…
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What Is a Family Office Structure? A Simple Guide for Beginners
What Is a Family Office Structure? A Simple Guide for Beginners Are you curious how the ultra-wealthy manage their money, plan for future generations, and keep everything running smoothly behind the scenes? Enter the family office structure—a customized system that handles everything from investment management and estate planning to concierge services and charitable giving. In…
