Insight Financial Planning

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.

It's National 529 Day! 🎓 The best gift you can give a kid? A head start. A 529 plan lets your money grow tax-free so fut...
05/29/2026

It's National 529 Day! 🎓 The best gift you can give a kid? A head start. A 529 plan lets your money grow tax-free so future-you (and future-them) can breathe a little easier when tuition bills show up. Questions about getting started? We're here for it. 👇

Congratulations to Ashlyn & Jorge on reaching their 2-year milestone with our team! We’re grateful for everything they d...
05/13/2026

Congratulations to Ashlyn & Jorge on reaching their 2-year milestone with our team! We’re grateful for everything they do and look forward to many more successes together.

Osaic held their NXT Conference in Boston two week ago, and Jorge, Tyler, and Ludwin had the chance to catch a Celtics g...
05/12/2026

Osaic held their NXT Conference in Boston two week ago, and Jorge, Tyler, and Ludwin had the chance to catch a Celtics game.

Please join us in congratulating Jorge and Ludwin on earning their Behavioral Financial Advisor (BFA™) designation while on this trip!

There's a crossover moment every long-term investor experiences, and it can change how you think about money forever.It'...
05/11/2026

There's a crossover moment every long-term investor experiences, and it can change how you think about money forever.

It's the point at which your total investment earnings exceed your total contributions, meaning your portfolio is now doing more work than you ever did.

As this chart shows, it doesn't happen overnight. In year 5, earnings are barely visible. But by year 25, earnings have pulled ahead.

The most powerful financial decision you can make isn't picking the right investment. It's staying committed to your strategy long enough to reach that crossover.

Where are you on this chart? Drop a year or decade in the comments.

After years of saving and preparing, some retirees hesitate to spend.That's understandable.But retirement isn't only abo...
04/18/2026

After years of saving and preparing, some retirees hesitate to spend.

That's understandable.

But retirement isn't only about preserving what you've built. It's about using it to support the life you want to live.

The first year isn't a test.

It's a transition.

And it's okay to take it one step at a time.

If you'd like to talk through what this season looks like for you, we're here.

Retirement gives you time.A lot of it.And while that sounds freeing, it can also feel overwhelming at first.When you're ...
04/17/2026

Retirement gives you time.

A lot of it.

And while that sounds freeing, it can also feel overwhelming at first.

When you're working, much of your day is structured. In retirement, you decide what today looks like.

Some people find it helps to create a little rhythm:
▪️A weekly volunteer day
▪️Lunch with friends
▪️A standing class
▪️Mornings reserved for exercise or hobbies

Not to recreate work — just to have something to look forward to.

Freedom often feels better with a little shape.

One adjustment many retirees don't expect?Spending can feel emotionally different.For decades, income came in the form o...
04/16/2026

One adjustment many retirees don't expect?

Spending can feel emotionally different.

For decades, income came in the form of a paycheck, and saving was the goal. In retirement, you're drawing from what you built.

Even if the numbers work, the shift can take time.

Separating essential expenses from flexible choices often helps. Once core needs are covered, the rest becomes intentional — not stressful.

Confidence tends to grow as you settle into your new routine.

Some retirees describe the first few months as a honeymoon phase.Travel. Projects. Rest. Catching up on everything that ...
04/15/2026

Some retirees describe the first few months as a honeymoon phase.

Travel. Projects. Rest. Catching up on everything that was postponed.

And then something shifts.

After the glow wears off, deeper questions start to surface:
▪️How do I want to spend my time?
▪️What feels meaningful now?

That transition is normal.

Retirement creates space. The first year is about deciding what deserves it.

There's a moment early in retirement that catches many people off guard.You wake up… and there's nowhere you need to be....
04/14/2026

There's a moment early in retirement that catches many people off guard.

You wake up… and there's nowhere you need to be.

At first, that quiet feels wonderful. After years of deadlines and responsibility, it's a relief.

And then the question comes:

Now what?

If that feels familiar, you're not alone. Retirement isn't just a schedule change. For many people, it's an identity shift.

The first year isn't about having everything figured out. It's about finding your rhythm.

Looks like things are cooling off a bit. Only 21 percent of homes sold above list price in January, and on average, they...
04/03/2026

Looks like things are cooling off a bit. Only 21 percent of homes sold above list price in January, and on average, they sold for 97.9 percent of the asking price. But it's still a seller's market in places like Buffalo, Omaha, and Anchorage!

Source: Redfin.com, March 9, 2026.

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

Website

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