Strategic Insights Financial Planning Group

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TL;DR: The Bottom Line To maximize your college savings, never use 529 plan funds to cover the first $4,000 of qualified...
06/02/2026

TL;DR: The Bottom Line To maximize your college savings, never use 529 plan funds to cover the first $4,000 of qualified tuition expenses. You must pay this $4,000 out-of-pocket using checking or savings to claim the full $2,500...

06/02/2026

Do you have these 3 essential estate planning documents in place?

Many people think estate planning is only for the wealthy. In reality, it's about protecting your family, your wishes, and your legacy.

In this carousel, we're covering:
✔ Last Will & Testament
✔ Durable Power of Attorney
✔ Medical Power of Attorney

Swipe through to learn why these documents matter and how they can help provide clarity when it's needed most.

Thankful for the opportunity to attend the 2026 McAllen Mayor’s Prayer Luncheon.We truly enjoyed spending time with so m...
05/29/2026

Thankful for the opportunity to attend the 2026 McAllen Mayor’s Prayer Luncheon.

We truly enjoyed spending time with so many members of our community and taking part in an event that highlighted the importance of faith, leadership, and service.💙

529 Day is a reminder that preparing for the future starts with the decisions we make today. 🎓Whether you’re planning fo...
05/29/2026

529 Day is a reminder that preparing for the future starts with the decisions we make today. 🎓

Whether you’re planning for a child, grandchild, or future education expenses, a 529 plan can be a valuable tool to help build toward those goals over time.

Small steps today can create meaningful opportunities tomorrow.

Honoring the brave individuals who gave their lives in service to our country.Today, we remember their sacrifice with gr...
05/25/2026

Honoring the brave individuals who gave their lives in service to our country.

Today, we remember their sacrifice with gratitude and respect. 💙🇺🇸

05/12/2026

Here are 5 areas worth reviewing.

A special shoutout to the moms of the office today. 💛Thank you for the care, patience, and dedication you bring both at ...
05/10/2026

A special shoutout to the moms of the office today. 💛

Thank you for the care, patience, and dedication you bring both at work and at home—we appreciate all that you do each and every day.

And to all the amazing moms out there, we wish you a very Happy Mother’s Day! 🌷

05/05/2026

Key things to consider during tax season.

04/28/2026

Simple moves to consider before you file.

, Strategic Insights Financial Planning Group for your Bronze Sponsorship of our 6th Annual "Purple Project" 5K For All...
04/24/2026

, Strategic Insights Financial Planning Group for your Bronze Sponsorship of our 6th Annual "Purple Project" 5K For All Cancers event on Saturday, June 27, 2026 at Firemen's Park in McAllen 🏃🏻‍♀️🏃🏽‍♂️

This is the second year that joins our in support of our mission to help cancer patients in the 💜🎗

For sponsorship information or to sign up, please visit www.dhr.link/FightCancer

Address

3008 N. McColl Road , Ste. A
McAllen, TX
78501

Opening Hours

Monday 8:30am - 5pm
Tuesday 8:30am - 5pm
Wednesday 8:30am - 5pm
Thursday 8:30am - 5pm
Friday 8:30am - 5pm

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