In this Wisdom & Wealth session, Alan Hensley, CFP® breaks down important retirement and tax planning changes coming in 2026, highlighting emerging opportunities, and shares practical strategies to help you plan with clarity and confidence.

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.

We closed out our 2025 Wisdom & Wealth series with an engaging discussion on Medicare and Social Security. Watch the replay below and note that, due to Medicare compliance regulations, a portion of the presentation could not be recorded.

Financial Insights Wealth Management’s latest Wisdom & Wealth webinar discussed the latest retirement account planning strategies. We covered essential topics like the new 401(k) contribution limits, catch-up and super catch-up options, Roth conversions, and key IRA charitable giving strategies, including Qualified Charitable Distributions (QCDs) and beneficiary planning. Don’t miss out on expert guidance to help you navigate and optimize your financial future!

Cyber threats are evolving quickly, putting your data at risk. Join us to learn about the latest cybersecurity trends and practical strategies to protect yourself. This seminar, available on Zoom and in-person, will provide essential tools for staying safe online.