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 […]

Washington Policy Analyst Ed Mills and Healthcare Policy Analyst Chris Meekins describe the proposal, which they view as a starting point for negotiations rather than a list of final provisions. A $2.5 trillion counteroffer has been released by House Speaker Nancy Pelosi, upping the ante in a high-stakes negotiation for a federal fiscal response to […]

From the now “Remote” Desk of Liliana Ayon Huerta, Tax Advisor It’s official the tax filing deadline will be delayed to July 15! Due to the COVID-19 Outbreak and with all the chaos around the world. We would like to bring you a little peace of mind! Right now, we believe we need to help each other […]