Search Results for: Divorce – Page 3
What is the CIMA® Designation?
Mandatory vs. Voluntary designations? Several of the designations involved in our industry are often associated with being a mark of distinction. Series exams, for example, are often cited as a way clients will understand the legitimacy of their advisor. And
Playbooks
Playbooks Financial Planning is not always about the “X’s and O’s” …but sometimes it is. Tax Mitigation Paying taxes is a part of making money. Mitigating the total tax liability you owe is part of proper financial planning. InSight has
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
Our Team
Meet The InSight Team Our Leadership Peter Locke, CFP®, CDFA® Managing Partner – Head of Financial Planning Peter is the co-founder of Insight, and as a CERTIFIED FINANCIAL PLANNER™ professional, Peter’s focus is developing, communicating, and executing on tailored strategies