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

7 Questions to Ask Your CPA (And Yourself)!
It's that time of year! The mad tax dash is upon us as it's time to settle up with the IRS for 2024. In today’s post, I will arm you with some questions to ask your CPA or yourself to help you have a better discussion and plan around taxes.

Why Your Retirement Taxes Might Go Up—and What to Do
With retirement typically comes less taxes, right?
Let’s discuss why some people are often surprised to learn that your taxes in retirement may actually go up and not down.