Wisdom With Women: Medicare & Social Security 101 If you missed our Wisdom with Women on December 10th featuring Mai-Lee Coddington and Dorothy Lewis MA, CFP®, please check out our recording of the event below: Don’t miss our 2021 events! Take a look at our lineup and RSVP to kate@financialinsights.com!

Our first video newsletter! Amanda Burrows CFP discusses the topic of Avoiding Financial Scams

Wisdom With Women: Community Engagement, Gateway For Change If you missed our Wisdom with Women on June 24th featuring Sharon Chambers-Gordon, please check out our recording of the event below:

Clients & Friends, We are thinking of you and your family and hope you are safe and well. While we all have changed our routines for the greater good of the community, we realize some may still be adjusting to the new normal and we want to provide helpful tips and resources. We’re so grateful to be able to stay connected.If you’re […]