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.

The Best Accounts to Fund if You Want to Retire Before 60
If early retirement is a goal of yours, whether that’s in your 50s or even sooner, traditional retirement accounts like 401(k)s and IRAs likely won’t be enough.

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?

How to Talk to Your Aging Parents About Finances
Worried about your aging parents’ and their financial affairs, but not sure how to bring it up?
Here’s how to start the conversation, without making it awkward!

4 Areas of Focus in Your 50s Before Retiring
Your 50s are a crucial planning decade, arguably the most important for shaping your retirement years. Let’s talk about what you need to do to be financially successful in your 50s.

What I’ve Learned Helping People Retire
Throughout my career, I’ve had the privilege of guiding hundreds of families through the planning and transition into retirement.

Should You Take Social Security at 62, 67, or 70?
Before you claim your benefit as soon as you possibly can, consider the reasons why you might choose to wait.

Are You on Track? The Average Retirement Savings by 50 and 60
We’ve all wondered: “How does my retirement savings compare to everyone else’s?”
It’s a natural question and one that becomes more pressing as you approach your 60s.

Are You Taking Too Little Risk in Retirement?
In retirement, people’s main concern typically is “Will I run out of money?”
To mitigate this, people often take no risk to assure themselves of a successful retirement, when in reality, it could lead to the opposite outcome.

What to Do When You Inherit a Retirement Account
Inheriting a retirement account—whether it’s an IRA, Roth IRA, or 401(k)—often comes with mixed emotions. It can be a generous gift, the result of decades of saving and planning by a loved one. But without a clear understanding of how one inherits these accounts, it can also turn into a tax headache.

10 Retirement Lessons You Can’t Afford to Ignore
If you nail these, you’re on your way to a successful, happy and fulfilling retirement!

“Can I Retire at 63 with $1 Million?” - A Real Client Example
Congrats! You did the hard part. You saved and deferred into your retirement accounts for several decades but where are you really? Will you actually be able to retire when you are envisioning?

Retiring in 10 Years? Do These 10 Things!
You've dedicated decades to your career, dreaming of the day of no more “work” and a life that you have ultimate control and flexibility over. You’ve delayed fun to raise your kids and save for retirement but now it’s time to start thinking about “landing the plane” on your “retirement runway”.
But, HOW in the world do you do this?

4 Key Retirement Updates in 2025—Must Know!
The retirement landscape is ever-changing and this year is no different! Here are four updates you need to know!