Insight Folio’s “Dividend 30” Portfolio

Though dividends are not guaranteed, just about all the stocks in our DIV30 Portfolio have a long-standing history of consistently paying their dividend.

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The Benefits of Tax-Advantaged Savings Vehicles

Taxes can take a big bite out of your total investment returns, so it’s helpful to look for tax-advantaged strategies when building a portfolio.

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Saving for Retirement and a Child’s Education at the Same Time

You want to retire comfortably when the time comes. You also want to help your child go to college. So how do you juggle the two? The truth is, saving for your retirement and your child’s education at the same time can be a challenge.

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Estimating Your Retirement Income Needs

You know how important it is to plan for your retirement, but where do you begin? Your specific needs depend on your goals and many other factors.

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Tax Planning for the Self-Employed

If you’re self-employed, you’ll need to pay your own FICA taxes and take charge of your own retirement plan, among other things. Here are some planning tips.

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Understanding Risk

Few terms in personal finance are as important, or used as frequently, as “risk.” Nevertheless, few terms are as imprecisely defined.

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Deciding What to Do with Your 401(k) Plan When You Change Jobs

When you change jobs, you need to decide what to do with the money in your 401(k) plan. Should you leave it where it is or take it with you?

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Caring for Your Aging Parents

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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Introduction to 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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