In this edition of our newsletter, we share important upcoming dates, firm updates, and highlights from our team to help you stay informed and plan ahead with confidence.

Click image above to view photo gallery

In recent years, donor-advised funds (DAFs) have emerged as a versatile and impactful tool in philanthropy, offering individuals and families a structured approach to charitable giving while maximizing tax advantages and flexibility. Whether you’re a seasoned philanthropist or new to charitable giving, understanding how DAFs work and their benefits can significantly enhance your ability to […]

If you missed our most recent Wisdom with Women on March 15th, featuring April Sage discussing senior transitional planning you can watch the video below. When families open up & talk about planning for the unforeseen, next steps can be as easy as a “what to do” list in a note book. Our conversation about […]

Dear Financial Insights Friends and Family, The last day to vote for the Best of the South Sound is this Friday, 1/6! Financial Insights Wealth Management won the award for Best Small Business in 2015 and 2021, and our CEO and president, Ali Criss-Kemp, won the award for Best Financial Advisor in 2014, 2015, 2018, […]

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 […]