Review your eligibility for benefits programs and get organized for the year. Winter 2023 market closures Jan. 16: Martin Luther King Jr. Day Feb. 20: Presidents Day Dates to remember For deadlines that fall on a weekend, action may need to be taken by the preceding weekday. Jan. 18: Fourth quarter 2022 estimated tax payments are due, if […]

The Markets (as of market close November 30, 2022) A late rally at the end of the month helped push stocks higher in November, marking the second monthly advance in a row. Each of the benchmark indexes posted solid monthly gains, led by the Global Dow, which advanced nearly 11.0%. The large caps of the […]

Consider using tax-advantaged accounts to help lower your tax bill. Even in the wake of complex tax provisions, a key to lowering your tax bill is really quite simple: report lower taxable income. Since few of us actually want to earn less, the next option to consider is to stash as much income as you […]

FAMILY & LIFESTYLE Important rental, tax and retirement considerations to consider. The joys of a vacation home, or owning multiple homes in your favorite locations, are many. Spending time with loved ones, in locales near and dear to your heart is a worthwhile pursuit. But of course, they come with maintenance and other considerations, including […]

It’s that time of year again to vote for The Best of South Sound! Financial Insights Wealth Management won the award for Best Small Business in 2015 and 2021.  Ali Criss-Kemp, CEO and President won the award for Best Financial Advisor in 2014, 2015, 2018, 2019, 2020, 2021 and 2022! We are graciously asking for […]

The Markets (as of market close October 31, 2022) October saw stocks close higher, the first monthly gain since July. Investors were encouraged by hopes that the Federal Reserve will pull back from its aggressive interest-rate hike policy. In addition, solid third-quarter earnings could be a sign that the economy can withstand the battle to […]