2020 Tax season is upon us—what a great time to be a tax advisor! Let's take a look at the new tax changes. What does the 2021 tax year have in store for us, and what can we do to prepare? Have you heard the deadline for Tax Day has moved to Monday, May 17, > Continue Reading
Join us as we discuss various ways to donate personal assets to charity, adult family members and minor children! Zoom information will be sent the morning of the event. RSVP katie@financialinsights.com *Complimentary and all genders are welcome
With financial fraud against seniors topping $3 billion annually, it has come to be known as the crime of the 21st century. We will look at real life case examples to spotlight the latest types of financial scams, the reasons they are so effective on the elderly, how to protect loved ones from falling prey > Continue Reading
There are many unique challenges when it comes to negotiating pay. It is important to acknowledge and truly know your worth within the work that you do, be assertive, and be transparent with the request being made. In most cases, a lot of people work tremendously more for what they are being paid and don’t > Continue Reading
Financial Insights invites you to the Virtual "Wisdom With Women" 2021 Educational Series- featuring, Dorothy Lewis and Mai-Lee Coddington, "Medicare 101 and Social Security". Join us as we discuss maximizing your Social Security benefits and supplemental Medicare plans. *Complimentary and all genders are welcome