Financially Speaking: The Blog
Retirement focused education to help you thrive.
Your Mid-Year Financial Planning Checklist for 2025
Take a few moments to check in now, so you can head into December confident you’re still on track.
Let’s review the eight key areas to assess.
How Much Should You Save for Retirement This Year?
Most people think about retirement savings as one big number or the total they’ll need by the time they stop working.
As a result, they often choose arbitrary contribution amounts for their 401(k)s and IRAs.
6 Overlooked Tax Planning Strategies for Retirees
When most people think about retirement, they focus on saving and investing, but not on how they’ll manage taxes in retirement.
That’s a problem. Because how you withdraw and distribute your wealth matters just as much as how you built it.
Do You Have the Right Financial Team in Place?
Retirement isn’t a solo mission. At least, it shouldn’t be.
Those best-positioned to succeed typically have developed a team around them to coordinate their financial pieces.
How Far Does $1 Million Go in Retirement?
We've been told for a long time that one million dollars is the mark to hit… but will it carry you all the way through retirement?
Can the Right Financial Decision Feel Wrong?
Here’s a financial planner telling you it’s not all about what the numbers say is “best”.
Sometimes, the math points in one direction, but you’re compelled to go in another so that you can have peace of mind.
Do I Really Need a Financial Planner?
If you have the time, knowledge, and discipline, then maybe not.
However, there are some limitations to this approach that you should be aware of.
7 Reasons Why You Should Retire Early
Who doesn’t want to retire early? Let’s talk about 7 reasons to retire as quickly as you can.
Your 8-Step Financial Priorities Checklist!
Designed to answer the question: “Where should I be putting my money right now?”
4 Strategic Moves to Make While the Market Is Down
8 Reasons Why People Seek My Help with Financial Planning
There's typically a triggering event that causes people to reach out for financial planning help.
Do any of these reasons resonate with you?
What Does True Financial Planning Look Like?
Most people have a difficult time grasping what real financial planning looks like and what a good financial planner does for their clients. Let's talk about what you should be receiving.
Your Online Retirement Calculator: Helpful or Harmful?
One of my BIGGEST pet peeves with select online retirement calculators (and some financial guru influencer types).. It may seem obvious to some but unfortunately, this isn’t the case.
Why You Should Be Tracking Your Net Worth
Net worth tracking is one of your key financial vital signs - a quick, clear measure of your overall financial health.
Are you tracking and monitoring this properly?
Your 2024 Year-end Planning Checklist!
2025 is upon us! Ensure that you are ready to close out 2024 on strong financial footing with our year-end checklist.