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 […]

From the Desk of John Walsh, CFP® Tax season is a prime chance for fraudsters to make their move. Learn how to recognize some key strategies to watch out for. Tax season is rife with opportunists who use a multitude of nefarious tactics to get you to part with your money. Increasingly sophisticated, even the […]

RETIREMENT & LONGEVITY Although a million dollars may seem like a daunting figure, especially if you haven’t been diligent about saving, there’s good news: You don’t have to make $1 million to save $1 million. Many individuals who are saving for retirement aim to have at least $1 million in their retirement accounts when they […]

RETIREMENT & LONGEVITY Washington Policy Analyst Ed Mills outlines key components of the new legislation. The year-end fiscal 2023 government funding bill contained legislation that makes the most significant changes to the U.S. retirement savings system in decades. The SECURE Act 2.0 legislation builds on retirement savings changes passed in 2019 and contains new provisions […]

From the Desk of Mike Ruff, Portfolio Manager The year 2022 may best be described by one term: Fed-flation. The economies of the United States and the world were influenced by rising inflation, its causes, and the policies aimed at curtailing it. While inflationary pressures began to mount in 2021, they were exacerbated by unprecedented […]

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, […]