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

Strategic Insights Financial Planning Group

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McAllen, TX
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.

10/30/2026

Your income could be affecting more than just your tax bill.

For higher-income individuals approaching or enjoying retirement, certain financial decisions could lead to higher Medicare premiums down the road.

From Roth conversions to investment gains, understanding how your income impacts Medicare costs is an important part of building a well-rounded retirement strategy.

Because thoughtful financial planning means looking at the bigger picture.

Swipe to learn how Medicare's two-year income lookback could affect you!

10/23/2026

When it comes to retirement, timing matters more than you might think.

Two retirees can start with the same amount, experience the same investment returns, and still end up with very different outcomes.

Why? Because market performance during the early years of retirement can have a lasting impact, especially when you're making withdrawals.

Understanding sequence of returns risk is an important part of building a retirement strategy designed to withstand market fluctuations.

Swipe to see how the order of returns can make a difference!

10/16/2026

An evening dedicated to making a difference!

We were honored to attend South Texas College’s 4th Annual Foundation Gala and be part of such a meaningful event celebrating education, opportunity, and the future of our community.

At Strategic Insights, we believe that investing in our community means investing in its future. It was inspiring to see so many individuals and organizations come together to support students as they pursue their educational goals and dreams.

Thank you to South Texas College for bringing our community together for such a wonderful cause!

10/16/2026

Could your retirement benefits be higher than you expected?

The Social Security Fairness Act changed how benefits are calculated for certain retirees with pensions from jobs that weren't covered by Social Security.

For those eligible, this could mean higher monthly benefits and potentially retroactive payments.

Understanding how these changes affect your retirement income is an important part of planning for the future.

Watch to learn more!

10/09/2026

Investing with purpose starts with understanding the bigger picture.

Every investment should have a reason behind it, whether it's supporting your long-term goals, aligning with your risk tolerance, or complementing your overall financial strategy.

At Strategic Insights, we believe informed decisions are the foundation of thoughtful financial planning.

A valuable reminder from legendary investor Peter Lynch, shared by our team at Strategic Insights.

10/02/2026

The sale price isn’t the only number that matters.

With an installment sale, when you get paid can matter just as much as how much you get paid. Swipe to see why.

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.

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.

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! 💙🤍❤️

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

Website

http://www.sifpgadvisors.com/

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