We are excited to share our first newsletter for 2019. In this issue, you will learn about Traditional and Roth IRA contributions, The Red Bull Fly Girls and the latest events in the lives of Mike Dunbar, Lori Roberts and Katie Stein. Click on the image below to read the newsletter. Disclosure: Certain portions of […]

We are thrilled to share our latest newsletter with you! Here you will learn year end tax strategies as well as meet our newest team members Katie Stein and Rhys Cooper. CLICK HERE TO READ THE FINANCIAL INSIGHTS 2018 Q4 NEWSLETTER Disclosure: Certain portions of this website, including our blogs, newsletters and articles may contain […]

Happy Independence Day! It is hard to believe that our republic, this grand experiment in democracy, turns a healthy 240 years old this July 4th. We hope you and your loved ones are able to celebrate as we look forward to the summer season. We are thrilled to share our latest newsletter with you! Here […]

The end of August is here, which means summer is officially coming to an end. As we reflect back on the last few months here at Financial Insights, we smile, remembering the events and experiences that took place this summer as a team. Our summer started off with a bang as we celebrated Girls & […]

We are thrilled to share our latest newsletter with you! Here you will find information on Dorothy’s medical update, our community engagement highlights, Medicare supplement changes, tech hacks, what to expect when expecting returns, information on a home mortgage refinance and more. As we jump into the Holiday season, we wish you all the best. […]