InSight

Portfolio Management (Putt Spot)

Financial Planning Dentist

More related articles:

Articles
Kevin Taylor

What to know about investments in Mixed-use properties

Investing in mixed-use properties can be a unique and rewarding investment opportunity. These properties contain a mix of residential and commercial units, providing a variety of potential income streams. However, like any investment, there are benefits and drawbacks to consider. Benefits of owning a stake in Mixed-use properties: Diversification: Mixed-use

Read More »
Articles
Kevin Taylor

Key Deadlines under the One Big Beautiful Bill Act: What Borrowers and Advisors Must Know

The One Big Beautiful Bill Act, enacted July 4, 2025 (P.L. 119-21), makes sweeping changes to student loan programs, repayment plans, borrowing limits, forbearance/deferment, and eligibility rules. Borrowers and their advisors need to track several critical deadlines to preserve favorable terms and avoid being stuck with less advantageous options. Effective

Read More »
Articles
Kevin Taylor

Why you need an Estate Plan

Everyone needs to plan and when you fail to plan; you will create a storm of questions and controversy your family may not be prepared to solve. When we hear the term estate plan, most times we think it is for the super-wealthy. But everyone, especially dentists, need to have

Read More »

Pin It on Pinterest