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
As business owners we understand the struggle to balance income and taxation this is a major element in Dental Financial Planning. How much income should be on payroll as salary versus distribution? What benefits can be pre-tax? How can I
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
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
What are the best investments for dentists? You’ve invested in your education, in your practice, and in your staff, but how do you make investments for yourself to ensure the health of your personal retirement and practice? These are the
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
To start, I grew up in Northern Virginia, right outside of Washington D.C. I am the youngest of three boys who live all over the United States and proud son of my mother and father. Growing up my parents or
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.
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
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
Taking the time to build your education and skill is important regardless what profession you are in. Of course, some of these take more outlay than others. Becoming specialized in a field is something dentists understand well. Financial advisors are
We are a firm that believes the majority of a client’s ability to generate wealth happens from decisions made outside of their investment portfolio. However, we take our role as active managers seriously and have developed a fundamentals-driven process to
