The SECURE Act was signed into law December 20, 2019. It is complex, and may affect your retirement plans as well as your legacy planning and trusts. Paul Durso and Charlie Bowers look at some key points in the SECURE Act and how they may affect retirement and legacy planning for you and your family. When planning for retirement, the financial planners at Insight Folios in Charlotte NC take an approach that allows you to plan for income in retirement through dividend income planning. . Our financial advisers provide you with investment strategy tools along with our simple to understand "Simplicitree" financial planning software, that provides clear guidance and sophisticated financial advice. https://insightfolios.com/ #PaulDurso #InsightFolios #RetirementPlanning #DividendIncome #IncomePlanning #FinancialAdviserCharlotte http://dursocapital.com/

The SECURE Act was signed into law December 20, 2019. It is complex, and may affect your retirement plans as well as your legacy planning and trusts. Paul Durso and Charlie Bowers look at some key points in the SECURE Act and how they may affect retirement and legacy planning for you and your family. When planning for retirement, the financial planners at Insight Folios in Charlotte NC take an approach that allows you to plan for income in retirement through dividend income planning. . Our financial advisers provide you with investment strategy tools along with our simple to understand "Simplicitree" financial planning software, that provides clear guidance and sophisticated financial advice. https://insightfolios.com/ #PaulDurso #InsightFolios #RetirementPlanning #DividendIncome #IncomePlanning #FinancialAdviserCharlotte http://dursocapital.com/

As your retirement approaches, or perhaps as it runs its course, do the larger happenings in the world matter to you? The results of the 2020 presidential election, the dwindling Social Security Trust Fund, the Trade War with China... how much should these things really concern you on a personal level? Paul and Charlie will give you some insight on how they approach these matters. When planning for retirement, the financial planners at Insight Folios in Charlotte NC take an approach that allows you to plan for income in retirement through dividend income planning. . Our financial advisers provide you with investment strategy tools along with our simple to understand "Simplicitree" financial planning software, that provides clear guidance and sophisticated financial advice. https://insightfolios.com/ #PaulDurso #InsightFolios #RetirementPlanning #DividendIncome #IncomePlanning #FinancialAdviserCharlotte http://dursocapital.com/

Social Security often comes with a lot of questions - when is the "perfect" time to start taking it, is the system going to run out of money, do I consider social security as part of or separate from my "other" finances... Paul and Charlie look at some of the common myths and beliefs surrounding social security. When planning for retirement, the financial planners at Insight Folios in Charlotte NC take an approach that allows you to plan for income in retirement through dividend income planning. Our financial advisers provide you with investment strategy tools along with our simple to understand "Simplicitree" financial planning software, that provides clear guidance and sophisticated financial advice. https://insightfolios.com/ #PaulDurso #InsightFolios #RetirementPlanning #DividendIncome #IncomePlanning #FinancialAdviserCharlotte http://dursocapital.com/

There are some surprising similarities that can be drawn between raising kids and financial planning, and Paul and Charlie delve in to discuss them in this week's podcast. When planning for retirement, the financial planners at Insight Folios in Charlotte NC take an approach that allows you to plan for income in retirement through dividend income planning. Our financial advisers provide you with investment strategy tools along with our simple to understand "Simplicitree" financial planning software, that provides clear guidance and sophisticated financial advice. https://insightfolios.com/ #PaulDurso #InsightFolios #RetirementPlanning #DividendIncome #IncomePlanning #FinancialAdviserCharlotte http://dursocapital.com/

Paul Durso & Charlie Bowers look at some seemingly negative situations, and reveal the possible silver lining in each. When planning for retirement, the financial planners at Insight Folios in Charlotte NC take an approach that allows you to plan for income in retirement through dividend income planning. Our financial advisers provide you with investment strategy tools along with our simple to understand "Simplicitree" financial planning software, that provides clear guidance and sophisticated financial advice. https://insightfolios.com/ #PaulDurso #InsightFolios #RetirementPlanning #DividendIncome #IncomePlanning #FinancialAdviserCharlotte http://dursocapital.com/

It’s important to avoid some of the most common estate planning mistakes if you are intent on leaving a financial legacy after you pass away. Failing to consider tax implications, failing to keep beneficiaries updated, failing to take action to prevent possible litigation and conflict among your heirs - all of these can greatly impact your legacy. Paul and Charlie discuss some of these potential Estate Planning Mistakes. When planning for retirement, the financial planners at Insight Folios in Charlotte NC take an approach that allows you to plan for income in retirement through dividend income planning. Our financial advisers provide you with investment strategy tools along with our simple to understand "Simplicitree" financial planning software, that provides clear guidance and sophisticated financial advice. https://insightfolios.com/ #PaulDurso #InsightFolios #SECUREAct #RetirementPlanning #DividendIncome #IncomePlanning #FinancialAdviserCharlotte http://dursocapital.com/

As with any professional, Financial Advisers get paid for their services and expertise; the form this payment takes can be commissions, fees or a combination thereof. It is an important distinction that all clients should understand. Join Paul Durso, Charlie Bowers and special guest Kevin Wray as they discuss how financial professionals make their living. When planning for retirement, the financial planners at Insight Folios in Charlotte NC take an approach that allows you to plan for income in retirement through dividend income planning. Our financial advisers provide you with investment strategy tools along with our simple to understand "Simplicitree" financial planning software, that provides clear guidance and sophisticated financial advice. https://insightfolios.com/ #PaulDurso #InsightFolios #RetirementPlanning #DividendIncome #IncomePlanning #FinancialAdviserCharlotte http://dursocapital.com/

Do you prefer to avoid the unknown, the scary or the down right uncomfortable conversations about your money and your financial future? You're not alone. But having those conversations, and making a plan might just remove that uncomfortable feeling. Paul Durso and Charlie Bowers are Joined this week by Kevin Wray of Michigan. When planning for retirement, the financial planners at Insight Folios in Charlotte NC take an approach that allows you to plan for income in retirement through dividend income planning. Our financial advisers provide you with investment strategy tools along with our simple to understand "Simplicitree" financial planning software, that provides clear guidance and sophisticated financial advice. https://insightfolios.com/ #PaulDurso #InsightFolios #RetirementPlanning #DividendIncome #IncomePlanning #FinancialAdviserCharlotte http://dursocapital.com/

Paul Durso and Charlie Bowers take a look at the things and people we frequently blame for our financial missteps. At the end of the day, the Financial Blame Game is not a productive exercise; instead we should assess where we are right now and look forward confidently with a plan. When planning for retirement, the financial planners at Insight Folios in Charlotte NC take an approach that allows you to plan for income in retirement through dividend income planning. Our financial advisers provide you with investment strategy tools along with our simple to understand "Simplicitree" financial planning software, that provides clear guidance and sophisticated financial advice. https://insightfolios.com/ #PaulDurso #InsightFolios #RetirementPlanning #DividendIncome #IncomePlanning #FinancialAdviserCharlotte http://dursocapital.com/