InSight

Author: Peter Locke

Articles
Peter Locke

How do the rich pay less in taxes than you?

A large number, if not the majority of our clients at InSight come to us looking for ways to mitigate their tax liability. While a CPA will find backward-looking ways to lower your tax liability, our clients are working to

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Do I need life insurance?

Most likely yes.  Your financial and family situation will be the deciding factor. If you’re single, have a large amount of savings, and no dependents then life insurance may not be for you. The reason being, unless your savings cannot

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What’s the point of a financial planner?

Organize: We’re all guilty of “knowing” where everything is but not piecing it together A big way planners can help out is by helping you simply organize your entire financial life. From insurance, taxes, investments, expenses, real estate, etc, having

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Where to start?

Take a step. Big changes especially long term changes to things like health and finance take time. Don’t make sweeping changes to start, take one step, in the right direction and build off that.  Don’t build a budget immediately because

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