Estate planning isn’t just for the wealthy or elderly—it’s for everyone who wants a say in what happens to their health, family, and finances. This post breaks down the 3 essential documents every adult should have: a will, a health care proxy, and a durable power of attorney. Protect your wishes and the people you love.

Your retirement savings journey doesn't have to be a mystery. Whether you’re just starting your career, in your peak earning years, or approaching retirement, your 401(k) should evolve with you. But how do you know if you’re on track?

This blog breaks down what "on track" looks like at every stage—offering age-based savings benchmarks, asset allocation strategies, and practical tips like how to make the most of employer matching and catch-up contributions. From maximizing growth early to reducing risk later, we help you understand how to keep your retirement goals within reach—no matter where you are in your career.

Start building your roadmap to a confident retirement today.

Are you approaching or reached a million dollars in your employer retirement account?  Congratulations!  More than likely, your retirement goal is now funded.  If the entire account is allocated to pretax retirement savings, it’s time to speak with an advisor to do some tax planning.  There are several strategies that can be utilized to reduce the income taxes you will pay over your lifetime. 

Consider looking beyond the 401(k). Our latest post explores the cash balance plan as a powerful tool to realize your retirement dream.

Wondering which retirement plan works best for your business? Clear Insight can help business owners navigate retirement plan choices and save money on taxes.

If you’ve been waiting for the Federal Long Term Care Insurance Program to re-open to new enrollees, it looks like you will have to wait two more years. The Office of Personnel Management (OPM) announced on November 13, 2024, that the program suspension will be extended through December 2026.

From November 11 through December 10, you have a chance to choose the TRICARE plan, dental and vision coverage that best works for you and your family. There are several changes that service members and retirees should be aware of, not least of which are rate hikes across the plan.

The 2024 FEHB Open Enrollment Season is here. It is time to comb through the fine print because there are some big changes.

Federal employees, retiring on time is possible with the right plan in place. Read our insights to prepare for a smooth transition.

Planning for retirement as a business owner is unique. Discover 7 essential components you need to pursue a solid financial future—and how we can help!

Have you thought about your long-term care plan? Don’t wait until it’s too late—read our latest article to prepare for your future today.

Well it looks like it has happened again.

Ready to optimize your retirement savings? Discover 5 powerful tax-saving strategies to implement in retirement.

Find out from an experienced military financial planner and military spouse if military continuation pay is right for you.

Looking for a military or government financial planner? Clear Insight Wealth Management can help! Check out why we started the firm.