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 […]

ESTATE & GIVING Align your values with specialized investment and philanthropic vehicles. $111 million and counting. That’s how much tennis superstar Serena Williams’ venture capital fund raised to invest specifically in founders with diverse points of view. Serena Ventures actively invests in a growing portfolio of more than 60 companies that align with the angel […]

A HUGE congratulations to our very own, Ali Criss-Kemp, CFP®, CDFA®! “The future of the wealth management industry is dynamic & diverse. We, as leaders, have the opportunity & duty to pave the way for ethical business ownership and a lifetime of service to all of our stakeholders : our clients, our team and our […]