Financially Speaking: The Blog
Retirement focused education to help you thrive.
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!
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?
“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?
What Do I Do with My Old 401(k)? 5 Options to Consider
Life gets busy and it’s easy to lose track of your old 401(k). Here are five options to consider for your 401(k) when leaving your company or retiring.
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.
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.
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!
The Problem with Most "Financial Advisors"
Unfortunately, not all financial advisors are created equally.
The term “financial advisor” is not a regulated title. Anyone can call themselves one, whether they work at a life insurance company, a bank, a shop on the corner, you name it. What’s unfortunate is the title itself is often diluted by those practicing in a “less than ideal” manner without regard to quality, sound financial advice that’s best for their clients. Let’s break this down..
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 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.
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?
Unlock Your Biggest Charitable Tax Deduction Yet!
Are you charitably inclined? Do you typically write a check to your favorite charities at the end of the year? What if I told you there was a way to support your favorite charities in an even MORE advantageous way.
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.