Brendan Maloy Earns Prestigious Designation

We are very pleased to announce that Brendan M. Maloy, CFP®, has been authorized by the Certified Financial Planner Board of Standards (CFP Board) to use the CERTIFIED FINANCIAL PLANNER™ and CFP® certification marks in accordance with CFP Board certification and renewal requirements. Over the last three years, Brendan has been instrumental in expanding the capabilities at Insight Financial by providing clients with valuable tools and resources to help them be more confident in their financial lives. This designation is a tribute to the hard work and dedication that Brendan displays on a daily basis and we are excited for the years to come. ABOUT THE CFP® DESIGNATION The CFP® marks identify

Medicare Basics You Need to Know

The concept of Medicare can be murky for soon-to-be retirees. If you learn basic enrollment guidelines and some of the nuances of various Medicare plans, you'll be empowered with the knowledge you need to make better decisions—and avoid costly penalties. Here, we explore key points and address common questions about this federal health insurance program. When to enroll Generally, you are eligible to enroll in Medicare at age 65. The open-enrollment period is the seven-month span surrounding your 65th birthday—specifically, the three months before you turn 65, the month you turn 65, and the three months after you turn 65. If you already collect social security benefits, you will be enrolled

North Korea and the Financial Markets

The developing situation between the U.S. and North Korea rattled the financial markets last week. Should we be worried? Hitting a breaking point Let’s start with the actual geopolitical situation. The U.S. and North Korea are hitting a breaking point. The U.S. cannot accept North Korea having the ability to strike the mainland with nuclear weapons. Actually possessing nuclear weapons was not a breaking point. Nor was experimenting with missiles. Marrying the two together—and factoring in the capability to strike Los Angeles and other U.S. cities—is, however. If the U.S. accepted this, it would place itself under permanent threat and destroy a great deal of its military credibility. Why Nort

The Family Conversation: Addressing Your Health Care Needs in Retirement

Maybe you and your family have already attempted to have "the conversation." You know the one: the discussion about your and your spouse's assets and what will be done with those assets during the rest of your lives and after you pass away. Perhaps, because of your children's sibling rivalries, the family conversation turned to one about gifts and inheritances and about who deserves more or less of the assets based on "good" or "bad" behavior. If things continued this way, you likely skipped over the most important aspect of this conversation: how the assets will be used to pay for your health care during retirement and how much that health care will cost. Moving beyond the fear Most people


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