InSight

Search Results for: real estate – Page 3

P.E.A.K Process®: Real Estate Valuation

In May, we look to the income and valuations of Real Estate in our clients portfolio in the P.E.A.K Process®. As a major part of our clients business and personal assets we carve out time and resources to determine that

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Articles
Kevin Taylor

Real Estate Investing and More in your Retirement Accounts

Yes, you read that correctly, you can own real estate, land, private businesses, notes, precious metals, livestock, crypto currencies, equipment and more in your retirement accounts. We love telling clients of InSight that there is an investing world beyond what

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Boulder Financial Planning, Financial Expertise
Articles
Peter Locke

What is an Estate Plan?

Estate planning is one of the most skipped parts of peoples’ financial lives. Whether you’ve put it off because you didn’t know anything about it, it’s boring, expensive, or because you don’t think you have enough assets, I hope this

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Kevin Taylor

Navigating the Documents in Estate Planning

Estate planning is a crucial process that involves organizing your affairs and specifying your wishes for the management and distribution of your assets in the event of your disability or death. To begin estate planning, you’ll need several important documents

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Articles
Kevin Taylor

Biden’s Proposed Budget on 1031 Exchanges

Analyzing the Impact of Biden’s Proposed Budget on 1031 Exchanges The release of President Biden’s FY 2025 Budget, outlined by the US Department of Treasury in what is colloquially known as the “Green Book,” suggests implementing strict limitations on IRC

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