Financially Speaking: The Blog
Retirement focused education to help you thrive.
You're Headed for a Big Tax Year. Now What?
You're having a big tax year. Before you accept the bill, here are three strategies that can reduce what you owe- if you act before December 31st.
Want to Give More Without Spending More? Here’s How!
You can give more without spending more!
Discover tax-efficient charitable giving strategies for retirees, including DAF bunching, donating appreciated stock, QCDs for those over 70½, and new OBBBA charitable deduction rules.
Unlock Your Biggest Charitable Tax Deduction Yet!
Are you charitably inclined? Do you typically write a check to your favorite charities at the end of the year? What if I told you there was a way to support your favorite charities in an even MORE advantageous way.