Wisdom with Women: Women in Real Estate & 2021 at a Glance If you missed our first Wisdom with Women on March 25th featuring Jasmyn Jefferson, please check out our recording of the event below: Women in Real Estate & 2021 at a Glance: On average we each know 8-12 real estate professionals! I will […]

2020 was one for the record books: a global pandemic, social isolation, historic unemployment, and an exhaustive election cycle. 2021 is one for the record books, too! It’s the year Financial Insights celebrates its 40th anniversary on February 10th to be exact! As the company’s founder, when I look back across the decades, I see […]

The next installment of the Habitat for Humanity Women Build Leadership Series is on Wednesday, February 10th at 4:30 pm (PST), featuring Ali Criss, CFP®, CDFA®.  Topics will include; setting and managing financial goals – from managing your monthly budget to establishing an emergency fund, and saving for retirement, or planning your estate. Sign up […]

Overview Over the past 12 months, we have endured a global pandemic resulting in numerous deaths and hospitalizations, mass layoffs, a sinking economy, and a contentious presidential election. Our lives and lifestyles changed, where working and learning from home became the “new normal,” and in-person communication was replaced by virtual meetings. In short, 2020 was […]

Join the PLU Gift Planning team, along with Vice President Dan Lee and Ali Criss ‘07, CFP®, CDFA™, President & Managing Partner of Financial Insights, as we share valuable information about year-end giving in light of new tax laws. Watch Now

Wisdom With Women: Medicare & Social Security 101 If you missed our Wisdom with Women on December 10th featuring Mai-Lee Coddington and Dorothy Lewis MA, CFP®, please check out our recording of the event below: Don’t miss our 2021 events! Take a look at our lineup and RSVP to kate@financialinsights.com!