InSight

Articles
Kevin Taylor

Does Paying More Often Really Pay Off Your Mortgage Faster? For homeowners in Boulder and Boulder County, where housing prices remain among the highest in Colorado, finding ways to save on mortgage interest can make a meaningful difference. Biweekly or

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Articles
Kevin Taylor

The One Big Beautiful Bill Act (OBBB): Why It Matters Now

At InSight Financial Planners, we’re proud to be one of the fastest-growing independent financial planning firms in Boulder, helping families, business owners, and professionals navigate big shifts like the One Big Beautiful Bill Act. Whether it’s understanding the new student

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risk management boulder colorado financial planners
Articles
Kate Palone

Identity Theft: How to Stay A Step Ahead

Identity Theft: What Steps Can You Take? Safeguarding your identity is no longer optional, it’s essential. Identity theft is a growing threat that can disrupt your financial goals, damage your credit, and create costly legal headaches. The good news? You

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InSight Onboarding Guide

Thank you for taking this step forward with InSight! The purpose of this document is to guideyou through the necessary steps to efficiently and securely obtain the information needed tomove forward in the planning process. If you have questions or

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Kevin Taylor

What Bees Can Teach Us About Building a Financial Firm

By Kevin Taylor, Certified Investment Management Analyst (CIMA®) and Accidental Pollinator Advocate Most investment analysts spend their weekends deep in spreadsheets or debating macro trends over coffee. And sure, I love a good yield curve as much as the next

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Mastering the 180-Day Closing Window in a 1031 Exchange

When executing a 1031 exchange, the first hurdle is identifying your replacement property within 45 days — but the journey doesn’t end there.The next critical step? Closing on your replacement property within 180 days of selling your relinquished property. Miss

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