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Tag Archive

Three Worlds of Money – Insight Folios

Kevin WrayJuly 24, 2018Income Planning, Insight Investing Articles, Insurance, Investing, Investing & Planning, Life Insurance, Long-Term Care Insurance, Retirement, Retirement Planning

When you boil it down, there’s really only three places where you can invest money:

Retirement: You’re at the Helm – Insight Folios

Patrick McNallyJuly 17, 2018Finance 101, Income Planning, Insight Investing Articles, Investing, Investing & Planning, Retirement, Retirement Planning

People who are living comfortable retirements today typically count on income from employer plans, Social Security, their own investments, and sometimes profits from selling their homes to anchor their financial security.

Charlie Bowers on Morning Break: Teaching Kids to Save

Paul DursoJuly 10, 2018Media Charlie, TV Appearances

Charlie Bowers on WBTV: Saving for College & Retirement

Paul DursoJuly 5, 2018Media Charlie, TV Appearances

The Growth Gap – Insight Folios

Paul DursoJuly 3, 2018Academy, Income Planning, Insight Investing Video

The Mutual Fund Swamp – Insight Folios

Paul DursoJune 23, 2018Academy, Finance 101, Income Planning, Insight Investing Articles, Investing, Investing & Planning, Retirement, Retirement Planning, Risk Management

Depending on the type of Mutual Fund, they can have stocks, bonds and other investment instruments diversified together and managed by a professional manager. Sounds great, sign me up!

Pros & Cons of Self-Employment – Insight Folios

Bruce RomagnoliJune 20, 2018Academy, 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.

Top 5 Fears Heading Into Retirement – Insight Folios

Patrick McNallyJune 12, 2018Academy, Finance 101, Income Planning, Income Planning, Insight Investing Articles, Investing, Investing & Planning, Retirement, Retirement Planning

After 18 years in the financial services business, I’ve spoken to a lot of people. And in every first meeting with someone, I always ask the question, “What are you concerned about heading into retirement?”

J. Paul Getty – The World’s Richest Man – Insight Folios

Charlie BowersMay 30, 2018Academy, Finance 101, Income Planning, Income Planning, Insight Investing Articles, Insurance, Investing, Investing & Planning, Life Insurance, Other Insurances, Retirement, Retirement Planning

In 1966 the Guinness Book of Records named J. Paul Getty the richest private citizen in the world. At his death in 1976, his net worth was estimated at more than $25 billion (in today’s dollars).

Learning from the Richest Musicians – Insight Folios

Kevin WrayMay 25, 2018Academy, Finance 101, Income Planning, Income Planning, Insight Investing Articles, Investing, Investing & Planning, Retirement, Retirement Planning

Let’s look at some of the richest people in the music industry and see what lessons we can learn and how we can apply these lessons to our own retirement planning.

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Suite 100, Charlotte NC 28277

Phone: (704) 529-9500
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Fee based financial planning and investment advisory services are offered through Insight Folios Inc, a SEC Registered Investment Advisor. The firm only transacts business in states where it is notice filed, or is excluded or exempted from notice filing requirements. Insurance products and services are offered through Durso Capital Management Co. Insight Folios Inc and Durso Capital Management Co are affiliated companies and do not offer legal or tax advice.


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