Insight Financial Group

Insight Financial Group Helping Clients develop insight to achieve the goals of retiring comfortably and remaining comfortably retired.

Securities offered through Cetera Financial Specialists LLC, member FINRA/SIPC. Advisory services offered through Cetera Investment Advisers LLC. Cetera entities are under separate ownership from any other entity.

Do you know the risk factors that can lead to cognitive decline?
03/09/2026

Do you know the risk factors that can lead to cognitive decline?

Try these activities to keep your brain sharp.

The IRS can tax up to 85% of Social Security benefits. It may be possible to manage the tax bill.
03/08/2026

The IRS can tax up to 85% of Social Security benefits. It may be possible to manage the tax bill.

Estimate how much of your Social Security benefit may be considered taxable.

Buying a home may be your largest financial commitment. Which loan is best for your situation?
03/07/2026

Buying a home may be your largest financial commitment. Which loan is best for your situation?

When selecting a mortgage, one of the most critical choices is between a fixed or variable interest-rate mortgage.

SocialMedia may be important in growing your company, but it may introduce liability. Is your company protected?
03/06/2026

SocialMedia may be important in growing your company, but it may introduce liability. Is your company protected?

Social media may be a modern imperative for businesses looking to grow and build their brand, but it also introduces risk.

Stocks were mixed in February as AI disruption concerns and escalating geopolitical tensions weighed on investor sentime...
03/06/2026

Stocks were mixed in February as AI disruption concerns and escalating geopolitical tensions weighed on investor sentiment. The S&P 500 slipped 0.87% and the Nasdaq fell 3.38%, while the Dow edged up 0.17%. Canada’s S&P/TSX advanced 7.57%. As attention turns to the Fed’s March meeting and its updated Summary of Economic Projections, markets will be watching closely for signals on the path ahead. From 73% of the world’s maple syrup produced in Canada to a \$1.64 billion global market, this month’s by-the-numbers highlights the industry behind one of North America’s most iconic products.

Monthly Market Insights | March 2026 U.S. and Canadian Markets U.S. stocks struggled in February amid fears that artificial intelligence would disrupt a wide swath of industries, unsettling investors. Late in the month, geopolitical concerns weighed on the market amid tensions in the Middle East. Th...

Currency has been around for a long time. Here's a quick history lesson.
03/04/2026

Currency has been around for a long time. Here's a quick history lesson.

Learn about Medicare’s popular program, offering retirees free gym membership and health education.
03/02/2026

Learn about Medicare’s popular program, offering retirees free gym membership and health education.

Medicare’s popular program, offering free gym membership and health education.

These 6 things might make your next return a prime target for an IRS audit.
03/01/2026

These 6 things might make your next return a prime target for an IRS audit.

Here are six flags that may make your tax return prime for an IRS audit.

Pay off debt or invest the money? Things to consider before you commit to either option.
02/28/2026

Pay off debt or invest the money? Things to consider before you commit to either option.

This calculator will help determine whether you should invest funds or pay down debt.

10 tips that can head-off marriage money problems.
02/27/2026

10 tips that can head-off marriage money problems.

Couples may be able to head off many of the problems in a marriage that money can cause.

Learn more about whether you need to pay estimated taxes.
02/25/2026

Learn more about whether you need to pay estimated taxes.

Have income that isn’t subject to tax withholding? Or insufficient withholdings? You may have to pay estimated taxes.

Address

306 Fifth Street Ste. 101
Bay City, MI
48708

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