Strategic Insights Financial Planning Group

Strategic Insights Financial Planning Group Contact information, map and directions, contact form, opening hours, services, ratings, photos, videos and announcements from Strategic Insights Financial Planning Group, Financial service, 3008 N. McColl Road , Ste. A, McAllen, TX.

09/25/2026

Not every tax form gets filed—but that doesn’t mean it isn’t important.

If you participate in an ESPP, Form 3922 could contain information you’ll want when it’s time to sell your shares. Keep the form. You may need it later.

Getting company stock at a discount sounds like an easy win—but there’s more to the story.If you participate in an Emplo...
09/11/2026

Getting company stock at a discount sounds like an easy win—but there’s more to the story.

If you participate in an Employee Stock Purchase Plan (ESPP), when you sell your shares can affect how the sale is taxed.

That means the purchase price isn’t the only number worth paying attention to. Your holding period, tax implications, and overall exposure to company stock can all play a role.

Before you sell, know what you own—and what your timing could mean.

09/04/2026

RSUs are income. And income means taxes. If you’re vesting soon, make sure your tax strategy is as strong as your investment strategy.

08/26/2026

Before you roll company stock out of your 401(k), there’s one strategy you may want to know about. 👀

It’s called Net Unrealized Appreciation (NUA), and it could affect how certain company stock is taxed.

Never heard of it? You’re not alone.

Take a look for a simple breakdown of what NUA is and why it may be worth considering before making a rollover decision.

We’re grateful to share that James Enriquez has been recognized as one of AdvisorHub’s 2026 Advisors to Watch: Under $1 ...
08/07/2026

We’re grateful to share that James Enriquez has been recognized as one of AdvisorHub’s 2026 Advisors to Watch: Under $1 Billion.

Recognition like this is meaningful, but the trust our clients place in us is what matters most. Thank you to our clients, team, and community for allowing us to do what we do every day.

We’re honored to continue serving you.

07/04/2026

Today, we celebrate the freedoms we enjoy and honor those who have helped preserve them.

From all of us at Strategic Insights, we wish you and your loved ones a safe, joyful, and meaningful Independence Day.

Happy Fourth of July! 💙🤍❤️

06/30/2026

🚶 Walk & Talk

Come take a walk with James as he shares one financial mistake he sees all too often: letting your lifestyle grow faster than your financial plan.

A few thoughtful decisions today can make a big difference down the road.

Watch the video below, and let us know: What's one financial lesson you wish you had learned earlier?

Happy Father's Day to the dads who work hard, lead by example, and help build a brighter future for the people they love...
06/21/2026

Happy Father's Day to the dads who work hard, lead by example, and help build a brighter future for the people they love.

The greatest legacy isn't just what we leave behind, it's the values, memories, and guidance we pass on to the next generation.

Wishing all fathers and father figures a wonderful Father's Day.

06/18/2026

⚽ Winning teams don't wait until the final whistle to develop a game plan.

The same concept applies to taxes.

Tax preparation focuses on reporting what already happened, while tax planning focuses on evaluating opportunities before deadlines arrive.

Both play an important role, but understanding the difference can help you make more informed financial decisions throughout the year.

Paying Off Debt vs. Investing: The Ultimate Math and Psychological Guide When deciding between paying off debt or invest...
06/18/2026

Paying Off Debt vs. Investing: The Ultimate Math and Psychological Guide When deciding between paying off debt or investing, the best approach comes down to simple math and your emotional tolerance. Generally, prioritize paying off...

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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