InSight

Author: Peter Locke

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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Investing 101
Articles
Peter Locke

Investing 101

If you’re lucky enough to have previously started investing in your teens consider yourself way ahead of the curve. For the majority of people Investing 101 is for you. Most of us start investing in our mid to late 20s,

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saving automation
Articles
Peter Locke

Saving Automation 101: Routine, habitual, saving

At the foundation of any planning conversation is saving and saving automation can help make that easier and promote good money habits. Those that start saving early and do it throughout their entire working days are setting themselves up for

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