InSight

Month: September 2022

Articles
Kevin Taylor

Using an Improvement Exchange

Imagine being able to sell your appreciated property with all of its gains intact, reinvesting in a new property, and having a budget for improvements, all while enjoying the capital growth of that new property immediately. Guess what? There is

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Articles
Kevin Taylor

4 reasons to work with professional fiduciary

As an investor, it’s important to work with someone who has your best interests in mind. That’s where an Accredited Investment Fiduciary® (AIF®) comes in. An AIF® is a financial professional who has undergone specialized training in fiduciary responsibility and

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Articles
Kevin Taylor

The Benefits of an Automatic Savings Plan

What Is an Automatic Savings Plan (ASP)? This is a cornerstone idea for those that have a deliberate and controllable trajectory in retirement. It’s as simple as, if I want to do “x” in retirement, I need to save “y”

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