InSight

Author: Peter Locke

starting your dental career
Articles
Peter Locke

Starting your Dental Career

How can you get to the point where you’re ready to own your own dentist practice and begin starting your dental career. You’re a freshly minted DDS or DMD and you’re feeling great. Finally you can start making some money

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Articles
Peter Locke

What’s the value? 

This is the untold story of what happens to most people that meet with financial advisors not CERTIFIED FINANCIAL PLANNERS™.  Whether you’re at a big brokerage firm, insurance company, or on a robo advisor platform, the stories are the same.  

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credit card
Articles
Peter Locke

Should you pay off your credit card or save?

The short answer is usually to always pay off high interest erosive debt like a credit card first (The First 8 “Good” Money Habits). You cannot consistently return more than credit card interests rates, therefore, you should pay it off

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Private Placements
Articles
Peter Locke

Private Placements in your IRA & 401(k)

A Self-Directed IRA (SDIRA) is very similar to a traditional IRA but gives you more ways to diversify your investments and retirement savings and can include using Private Placements. The SDIRA gives you greater control and flexibility by investing in

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Articles
Peter Locke

Sudden Wealth Planning

For those that are thinking about passing wealth on, they must think about how they want that wealth to be spent. For the people that are inheriting wealth, you may have other ideas in mind.  Both people have their own

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Articles
Peter Locke

Backdoor Roth 

If you’re looking for tax free income in retirement getting as much money into your Roth is the way to go. Tax free growth turns into tax free income. Executing on backdoor Roth strategies can be a little confusing but

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