Tag: Financial Planning
How much should you keep in the bank in relation to your investments?
Great question! So there are a couple of ways to think about this but I will give you what I believe are two simple strategies. One emergency fund + Investments OR The Three Bucket Strategy: First the Emergency + Investment
Do I need life insurance?
Most likely yes. Your financial and family situation will be the deciding factor. If you’re single, have a large amount of savings, and no dependents then life insurance may not be for you. The reason being, unless your savings cannot
Which debt should you prioritize paying off first? Smaller (car) or bigger (home)?
First, read Best way to get out of debt Now that you’ve read that you know that car debt is erosive debt. At InSight, if we can avoid erosive debt we do. With that being said, you still need to
What’s the point of a financial planner?
Organize: We’re all guilty of “knowing” where everything is but not piecing it together A big way planners can help out is by helping you simply organize your entire financial life. From insurance, taxes, investments, expenses, real estate, etc, having
Saving Automation 101: Routine, habitual, saving
At the foundation of any planning conversation is saving and saving automation can help make that easier and promote good money habits. Those that start saving early and do it throughout their entire working days are setting themselves up for
Why I moved to Boulder, Colorado and started my own Registered Investment Advisory Business
To start, I grew up in Northern Virginia, right outside of Washington D.C. I am the youngest of three boys who live all over the United States and proud son of my mother and father. Growing up my parents or
Financial Plan Principles For Dentists
Dentists have a unique professional path so they should have a unique financial plan. They can double as a full-time practitioner and a CEO of the practice at the same time. With this opportunity, they can have a rewarding career