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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Traditional IRA Facts

A traditional IRA is a way to save for retirement with tax-advantages.
Here are some facts to consider.

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2019 IRA Contribution Limits and Tax Tables

It’s that time of year again! Time to look at your IRA contributions and plan for the best retirement savings strategy.

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Retirement & Flying

Even the best pilot in the world needs help to get from point A to point B. No matter how long the pilot has been flying, he cannot see and know everything necessary from the cockpit. Air traffic control is always present to inform pilots of the things they can see; but which the pilot cannot.

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Retirement Planning for Business Owners

Business owners are particularly vulnerable to some misconceptions and false assumptions about their retirement. This article aims to address a few of these issues.

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Chess, Not Checkers

How is planning a successful retirement like playing a game of chess? Let’s break down
some of the pieces on the chess board…

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To Convert or NOT To Convert in 5 Easy Steps

If you have an immediate need for the funds or need them to maintain your current standard of living

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Wearing Your FInancial Jersey

What can we learn about retirement planning from the jerseys that players wear while playing sports? Actually, we can learn quite a bit…

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Income Planning Mistakes

Today’s thinking is that there is a good chance you could be retired for 30 or more years!

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Financial Resolutions

For most people, it is not hard to come up with ideas for New Year’s resolutions—things like starting an exercise program, eating healthier, reading more books, or getting more sleep. The key is knowing HOW to make those things happen.

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