Finance Geek

Real Estate Investor

Licensed in California and Washington (inactive).

Financial Blog

  • Real Estate Buyer’s Remorse

An End to Real Estate Buyer’s Remorse

Recently I sat with a friend who is suffering from buyer's remorse on a recent real estate purchase. They found themself in the same financial place as many post-retired people. When we stop working, we often don't have the required cash flow stream to get a real estate loan.

SRES Designation Certificate 2016

Seniors Real Estate Specialist (SRES) Designation This week I successfully completed the Seniors Real Estate Specialist (SRES) designation course and was awarded the appropriate certification. I decided to complete the course to demonstrate a commitment to [...]

Tax-Deferred 1031 Exchanges

This tax-deferred strategy allows investors to sell their investment property and use the proceeds to purchase a new property within a certain period of time, all while deferring capital gains taxes.

Small Country Property

This retired professional woman is seeking something quiet and rural. She is downsizing so needs less land (1/2 acre). She is hoping to stay in Northern California. Project Description: Small country property in small town

Conventional Loan

A conventional loan is a mortgage that is not guaranteed or insured by the US government. Conventional mortgages include construction loans, portfolio loans, and subprime loans. Conventional loans are the most common type of [...]

Loan Application Checklist

All Applicants Copy of current form SSA-1099 for receipt of Social Security Current bank statements, dated within 30 days of application. (All pages for each account: savings, checking, etc.) Current monthly statement for mutual [...]

Graphic Design and Logos

Graphic design is an essential part of every piece of marketing collateral and is undertaken to convey a specific message (or messages) to a target audience. I provide a variety of graphic designs for logos, packaging, branding, print and web. I use a combination of typography, visual arts and page layout techniques to produce a balanced, focused and symmetrical final result.

CMS Client Training for WordPress and Drupal

CMS Client Training for WordPress®, Drupal®, and Joomla® Websites Learn how to create content for your WordPress website with private CMS client training. One-on-one training is instructor-led interactive online with private [...]

Introduction to Laguna Woods

Laguna Woods is a unique and interesting city in Orange County, California. It is listed as one of the safest in California by Movoto, Safewise, and more. The population is between 16,000-17,000 with a median age of 78. The majority of the City consists of Laguna Woods Village, an age restricted community.

Take Control of Your Site

It is easy for small business owners to manage their own hosting and domain registration services if you keep it simple and avoid temptations. 1) Start Here with hosting.  Do this before you initiate [...]

Configure Email for Outlook

Be sure to replace yourdomain.com with your actual domain name. Your/Display name: anything you want Email address: enter the full address (name@yourdomain.com) Type of connection: POP3 or IMAP Incoming mail server: mail.yourdomain.com Outgoing mail [...]

Managing your Email with cPanel

Managing your email is a snap with cPanel and Webmail. Simply follow the simple steps below and you are on your way to having total control over your email. Intended Audience:  Clients with maintenance [...]

How to Set-Up Email with cPanel

I provide cPanel software for my clients to manage their server account. cPanel is server administration software that makes it easy to perform the necessary tasks to maintain your server. Many clients want to manage [...]

WordCamp San Francisco 2012

WordCamp San Francisco took place August 7 and I was able to attend the streaming edition of the Camp. I had purchased a ticket and was unable to attend in person so this was the next best thing. Naturally the most exciting presentation was the "State of the Word" by Matt Mullenweg.

Housing Corporations

Housing Corporations at Laguna Woods Village Third Laguna Hills Mutual Condominiums United Laguna Woods Mutual Stock Co-Operative Laguna Woods Mutual No. Fifty High-Rise Condominiums Financial Requirements Summary Assets of $125,000 more than the price of the [...]

Emergency Services

Emergency Services - Call 911 CALL 911 IF THIS IS AN EMERGENCY Emergency Resource List Care Ambulance Service Call 911 Orange County Fire Authority Call 911 Hospitals And Medical Centers Near Laguna Woods Hoag Hospital [...]