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Caring for Your Aging Parents

Bruce Romagnoli February 5, 2019 Academy, Income Planning, Insight Investing Articles, Insurance, Long-Term Care Insurance

Caring for your aging parents is something you hope you can handle when the time comes, but something you probably hope you never have to do.

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Five Things to Watch Out for When Buying Long-Term Care Insurance

Bruce Romagnoli January 15, 2019 Insurance, Long-Term Care Insurance

You’ve researched long-term care insurance (LTCI) and are seriously thinking of buying a policy. Just make sure you’re doing it for the right reasons–don’t be swayed by unsubstantiated sales pitches. Here are some claims you’ll want to think twice about.

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Introduction to Retirement Planning

Bruce Romagnoli December 18, 2018 Academy, Income Planning, Insight Investing Articles, Retirement, Retirement Planning

Retirement planning involves an analysis of the various choices you can make today to help provide for your financial future. To make appropriate choices, you need to predict–as well as you can–your future economic circumstances.

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Six Potential 401(k) Rollover Pitfalls

Bruce Romagnoli September 18, 2018 Academy, Insight Investing Articles, Investing, Investing & Planning, Retirement, Retirement Plans, Risk Management

You’re about to receive a distribution from your 401(k) plan, and you’re considering a rollover to a traditional IRA. While these transactions are normally straightforward and trouble-free, there are some pitfalls you’ll want to avoid.

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Understanding Social Security

Bruce Romagnoli August 7, 2018 Academy, Income Planning, Income Planning, Insight Investing Articles, Investing, Investing & Planning, Retirement

Approximately 66 million people today receive some form of Social Security benefits, including retirement, disability, survivor, and family benefits.

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Pros & Cons of Self-Employment

Bruce Romagnoli June 20, 2018 Academy, Advisors & Planners, Debt & Credit, Income Planning, Insight Investing Articles, Investing & Planning, Kids & Young Adults, Life Events, Retirement, Risk Management, Tax & Finance, Tax Planning & CPAs

You’ve grown tired of commuting to a job where you sit in a cubicle and do someone else1s bidding.

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Why Insight Folios?
We Work For You

Yes, we have a fiduciary responsibility to work in your best interests. But more than that, we have a passion to educate you to bring a clarity and understanding of your financial and retirement situation that you can judge for yourself if our recommendations are indeed in your best interest. We empower you to make sound and supportable decisions that could impact the rest of your life.


Established & Experienced

Our advisers have collectively worked for over 100 years in the financial industry and have experienced the financial world from both inside and out. This experience has caused us to rethink much of what we have been taught. Based on the financial world as we know it, we believe there is another approach to financial and retirement planning, as a result, we have created our proprietary Simplicitree® planning system.


Your Money, Your Terms

With our new tools, unbiased and logical results, you can understand what recommendations make sense for your specific situation. With your Simplicitree® plan in hand, you can make informed decisions that build confidence in your future. We are versed in equities, bonds, annuities, life insurance, and many other investment options, but you will never be pressured into an investment. With your plan to support your decisions, you can decide and truly understand what makes sense for you.

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Fee based financial planning and investment advisory services are offered through Insight Folios Inc, a Registered Investment Advisor.
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