InSight

Category: Articles

Mental Health
Articles
Kevin Taylor

Money Stress and the Impact on Your Health

No one likes stress. Its impact on our decisions and relationships is bad, but the effect on our health can be permanent. We have all felt the effect of money stress, but often it’s only after the fact, or after

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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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Inflation
Articles
Kevin Taylor

Four Things That Actually Matter With Inflation

Inflation is simply the rising costs of goods and services over time. It’s an important part of the planning process to make assumptions about buying power over time. It allows you to know how to budget your money using a

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Tax Free Rental Income 
Articles
Kevin Taylor

How To: Get Tax Free Rental Income 

Let’s paint a picture of what that world might look like if you could successfully put a rental property into a Roth account. With a Roth, growth in the value of the assets is tax free and the income that

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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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Investments for Dentists
Articles
Kevin Taylor

Best Investments for Dentists

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

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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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