Insight Financial Partners, LLC

03/22/2023

Before buying a vacation home, it can pay to do your homework. Learn more now.

Doing your research is key before buying a vacation home.

03/22/2023

03/22/2023

The markets await the results of the Fed's meeting when is concludes, March 22.

Recent banking sector issues have resulted in a massive u-turn for market expectation regarding interest rates. Here's what you need to know:

👀 Market watchers anticipated the Fed would raise short-term interest rates to between 5.25% and 5.5% by June.

🏛️ But regulators took over Silicon Valley Bank and Signature Bank, bringing expectations to a screeching halt.

🔻 Now, the speculators anticipate the Fed will drop interest rates to between 3.5% and 3.75% by late 2023.

Ultimately, it's down to what Jerome Powell and the other Fed Chairs decide, making March 22 a red letter day for the financial world.

03/22/2023

It can be difficult sometimes to think about the future during times like these. But if you did, how would you retire in a post-pandemic world?

Imagine your ideal post-pandemic retirement with this animated video.

03/22/2023

Beware of tax hacks on social media, as they could lead to serious trouble with the IRS and hefty fines. CBS News has the story:

The tax agency is warning not to fall for social media advice to file a fake W2 in the hope of getting a big refund.

03/20/2023

A few strategies that may help you maximize your Social Security income.

There are other ways to maximize Social Security benefits, in addition to waiting to claim them.

03/20/2023

After the closure of Silicon Valley Bank (SVB) what happens next? 🤔

Credibility is everything to the Federal Reserve, but that credibility will be tested soon. Here's what you need to know:

💬 Fed Chair Powell confidently told Wall Street to prepare for a 25-basis point increase in short-term rates in March.
⚡2022's rapid rise in interest rates continues to be a stressor on the banking system.
💪The Federal Deposit Insurance Corporation (FDIC) has taken control of both Silicon Valley Bank (SVB) and Signature Bank (SB).
📣 The U.S. government has already approved plans to safeguard depositors and financial institutions affected by the closing of both SVB and SB.

With this in mind, it may be best to prepare for more market volatility until the Fed can provide further guidance leading up to its two-day meeting.

03/17/2023

Here are eight mistakes to avoid when .

There are common mistakes you can avoid when saving for retirement.

03/15/2023

The IRS adjusted long-term capital gains brackets for 2023, which can provide an opportunity to be in the 0% capital gains bracket. CNBC has the story:

There are higher taxable income thresholds for the 0%, 15% and 20% long-term capital gains brackets for 2023. Here's what to know.

03/15/2023

Is your household's inflation rate higher than the national average?

Estimate how much income may be needed at retirement to maintain your standard of living.