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Category Archive

Below you'll find a list of all posts that have been categorized as “Income Planning”

Carpe COVID

Paul Durso September 15, 2020 Income Planning, Insight Investing Video

A look at how the CARES Act can help those under 59 1/2 benefit from IRA to Roth conversions.

advisorCARES ActCharlotteFinancial Advisorinsight foliosncPaul Dursorothroth conversion

Strength in Numbers

Paul Durso August 4, 2020 Academy, Income Planning, Insight Investing Video, Risk Management

Paul takes a closer look at current market conditions and the performance of the Insight Folios portfolio during this unprecedented pandemic.

advisorCharlottedividendsFinancial Advisorinsight foliosmarket volatilityncPaul Dursosc

One Two Punch to the Economy. Still…. YOU WIN!!

Paul Durso March 18, 2020 Income Planning, Insight Investing Articles, Insight Investing Video, Investing & Planning, Retirement, Risk Management, Risk Management

Stress-testing your financial plan is never fun or easy, but it’s good knowing that your plan will hold up.

coronaviruscovid-19Dividend Incomedividendsinsight foliosPaul Dursovolatility

Diversification Distraction

Paul Durso January 23, 2020 Income Planning, Insight Investing Video, Risk Management

A look at the relative importance and risks of diversification.

diversificationDurso Capitalincomeinsight foliosPaul Durso

If It’s So Good…

Paul Durso November 20, 2019 Advisors & Planners, Finance 101, Income Planning, Insight Investing Video, Investing, Investing & Planning, Retirement, Risk Management

If the Insight Folios method of investing is so good, why isn’t everyone in the industry doing it? They are! The difference is we believe in transparency while most of the industry focuses on their bottom line.

dividendsDurso Capitalfeesinsight foliosInvestingMutual FundsPaul Durso

Growth vs Income

Paul Durso September 18, 2019 Academy, Income Planning, Risk Management

Which comes first… growth or income? A look at the emotional impact of market volatility, and the power of dividends.

dividendsDurso Capitalgrowthincomeinsight foliosInvestingPaul Dursostocksvolatility

The Four Horsemen of the Apocalypse

Charlie Bowers April 9, 2019 Income Planning, Insight Investing Video, Investing, Investing & Planning, Risk Management

Sounds ominous, doesn’t it. And if you’ve read the last book of the Bible, called the Book of Revelation or the Apocalypse

charlie bowersDurso Capitalinsight foliosTax Law Changes

Stop Buying Raw Land

Paul Durso March 1, 2019 Academy, Income Planning, Insight Investing Video

Wall Street has a problem. They love to make money, like you and me, but sometimes they make money at your expense. Learn how to position yourself to make the not just profit, but income and profit.

Dividend IncomeDurso Capitalgrowth vs incomeIncome Planninginsight foliosPaul DursoRaw LandWalls street's broken model

What A Difference A Year Makes

Paul Durso March 1, 2019 Academy, Income Planning, Insight Investing Video

Retirement can be a very scary time in someone’s life especially if they are not sure if they have enough to last throughout retirement.

Dividend IncomeDurso CapitalIncome Planninginsight foliosPaul DursoRetirement Income

Measure Twice Cut Once

Paul Durso February 12, 2019 Academy, Income Planning, Insight Investing Video, Protect Against Consumer Fraud

Most investors do not know how to properly measure their portfolio progress. We all want to make money, I get that, but how do you know how much is enough? Is portfolio growth all you need or is there more than that needed to help you plan for your future?

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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.


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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 SEC Registered Investment Advisor.
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Insight Folios Inc does not offer legal or tax advice. https://insightfolios.com/20200506_formcrs_174411_insight_folios-adv-part-3/