Financially Speaking: The Blog
Retirement focused education to help you thrive.

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.