InSight

Author: Peter Locke

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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Best way to get out of debt?

We get it, debt is tough.  We recommend being aggressive and process oriented with the below steps. Step 1: Is it accretive or erosive? Is it something that is helping you grow your net worth or is it hurting your

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combining my 401(k)s
Articles
Peter Locke

Combining my 401(k)s

Have you wondered, should I be Combining my 401(k)s? your not alone and we have written the below guide to whether or not its going to be right for you and your strategy. After a decade working with clients the

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How much should you save as a young person?

The younger you’re the more difficult it is to save because your income isn’t very high. However, here are some general guidelines to help you out. The younger you are the more compounding will help you.  General Rule: The lower

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spending
Articles
Peter Locke

A December to Remember

https://www.youtube.com/watch?v=WcEylCwkSxEYou may have heard some of these eye catching sales promotions where a guy buys a new car and puts a giant bow on it to surprise his wife. First, under no circumstances should you buy a $50k car without

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1031 Exchange Alternative
Articles
Peter Locke

An Alternative or Back-up for the 1031 Exchange

The Delaware Statutory Trust (DST) is a trust that is structured as a pass-through entity and can hold passive Real Estate. It can function as a 1031 Exchange Alternative. All of the debt is nonrecourse and the income, net of

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Healthcare
Articles
Peter Locke

Focusing on the Health in Healthcare Cost

Healthcare Cost hasn’t gotten any cheaper so what are we doing to help clients reduce its expense? InSight was founded on the belief that there is more to financial happiness than being wealthy. People that want to enjoy their lives

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Articles
Peter Locke

Engagement Rings and Wedding Costs

You can always upgrade…I know it’s not what you wanted to hear but it’s the right answer. Generally, spend what you can afford should be the mantra for Wedding Costs. De Beers a long time ago said two times your

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