Financially Speaking: The Blog
Retirement focused education to help you thrive.
The Tax Questions Worth Asking Your CPA
Tax year 2025 is a reminder that filing a return isn’t the same as having a tax strategy. This article outlines the key planning questions worth asking, not just about last year’s taxes, but about flexibility, future income, and how today’s decisions shape long-term outcomes.
The 10-Year Window That Can Make or Break Your Retirement
The decade surrounding retirement, five years before and five after, can make or break your long-term success.
In this article, Charles Petitjean, CFP®, explains why this 10-year window is the most critical for retirees, and how smart tax moves, spending strategies, and investment positioning can secure a lifetime of financial confidence.
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.
US Tax Laws Just Changed: Here’s How You’re Impacted!
The finalized One Big Beautiful Tax Bill is here.
Discover what’s changed, what’s staying the same, and how you should adjust your financial strategy.
What The US’ Proposed Tax Bill Could Mean For You!
A look into how this new proposed tax bill could affect you in 2025 and beyond.