Signed up for venture x, marriott bonvoy, and now have chase sapphire preferred for $95 and 60000 points. Big purchases coming up with a trip to Thailand and will meet minimum with sapphire preferred. Some other big expenses coming soon after. What should I get next with total reaching about 6k expenses?

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I would consider an airline card, especially if you haven't bought your tickets yet. Also, look into any Chase partner cards for transferring points.

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Oof you just missed the 75k (85k in branch) CSP offer.

I would look into Chase Ink cards.

Are you interested in signing up for business cards?

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I am considering putting down an offer for a TH in a community that has Mello Roos. It gets added to the property tax. I am looking at paying an additional 5-6k for that.

Online videos say it’s all good because the money gets invested in building the community .

any potential downsides? In terms of future sales and demand ? What am I missing?

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Let’s finish this up strong! What are your year-end self development plans?!
We have our last session of the year of our group/guest financial education cycles at our Downtown Toronto office this Saturday. We go through our first financial education session that we talk about basic to higher level of financial information; from saving, investing, risks and returns, registered accounts, etc. There is no cost and no obligation. If you are interested to attend in-person or via Zoom, let me know.

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What’s the general guidance on the order to maximize retirement contributions for tax benefits for an normal individual and for a self employed/small business owner before moving to taxable accounts or alternate vehicles like cash value life policies?
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