Insight Financial Planning

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Insight Financial Planning Insight Financial Planning is an independent firm dedicated to helping individuals & families make smart financial decisions through every stage of life.

We create personalized plans to help you reach your retirement & financial goals with confidence.

For decades, the focus was on accumulating. Saving, building, preparing. Retirement flips that dynamic.Suddenly, the goa...
10/30/2026

For decades, the focus was on accumulating. Saving, building, preparing. Retirement flips that dynamic.

Suddenly, the goal is to draw on what you’ve built, coordinate multiple income sources, and balance today’s spending with what’s ahead. Life expectancy data suggests many retirees may spend 20 or more years in this next chapter.

That’s not a footnote. It’s the whole story.

The early years of retirement are worth being intentional about. The routines you establish, the way you approach your time and your finances, tend to set the tone for what follows.

That’s something worth talking about.

Source
OECD Life Expectancy at Age 65, 2026

One of the biggest changes in retirement isn’t financial. It’s social. Work provides structure, sure. But it also provid...
10/29/2026

One of the biggest changes in retirement isn’t financial. It’s social. Work provides structure, sure. But it also provides community. Colleagues, shared goals, and a reason to be somewhere at a specific time.

When that falls away, many retirees find themselves rebuilding their social lives from the ground up. Community groups, volunteer organizations, and new social circles often fill the gaps, but it takes time.

Research shows that more than one-quarter of adults age 65 and older volunteer each year. That’s not a coincidence. For many people, contributing to something larger is part of what makes retirement feel meaningful. If you’re navigating this transition, you’re not alone.

Source
AARP, May 28, 2025

The first year of retirement brings a shift that’s bigger than most people expect. Your schedule opens up.Your income so...
10/28/2026

The first year of retirement brings a shift that’s bigger than most people expect. Your schedule opens up.

Your income sources change.

The rhythms you’ve built over decades are replaced by something new and unwritten.

For many retirees, that first year is less a finish line and more a starting point. It’s a chance to experiment with routines, revisit long-postponed interests, and figure out what this next chapter actually looks like for you.

This week, we’re breaking down what that transition often looks like in real terms. Follow along for the full picture.

This month's chart unpacks where we most commonly go for information. Take a look, and you'll see one source stands out ...
10/27/2026

This month's chart unpacks where we most commonly go for information. Take a look, and you'll see one source stands out from the rest.

Yesterday, Ashlyn joined the Osaic Foundation team for the Making Strides Against Breast Cancer Walk in support of the A...
10/19/2026

Yesterday, Ashlyn joined the Osaic Foundation team for the Making Strides Against Breast Cancer Walk in support of the American Cancer Society. It was a meaningful day dedicated to raising awareness, supporting those impacted by breast cancer, and coming together for a cause that touches so many lives. Every step makes a difference!

10/01/2026
Happy Labor Day! Today, we take a moment to recognize and appreciate the hard work of individuals across the nation. Whe...
09/07/2026

Happy Labor Day!
Today, we take a moment to recognize and appreciate the hard work of individuals across the nation.

Whether you're relaxing at home or enjoying a well-deserved day off, I hope you're able to recharge and enjoy this special day.

To the builders, creators, and doers: Happy Labor Day!

Address

1303 Andrews Drive Suite A
Norfolk, NE
68701

Opening Hours

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

Telephone

+14023712211

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