Financially Speaking Blog
Taxes May Soon Rise, Here’s What To Do
The Tax Cuts and Jobs Act of 2017 lowered taxes for millions of Americans, but the legislation is due to expire at the end of 2025, which means that if…
10 Tips For Maximizing Financial Aid
By Elaine Floyd, CFP® College tuition is so expensive that even high-income families can get offers of financial aid. Your first step is to complete the federal forms, and then…
11 Financial Tips To Make Caregiving Easier
By Debra Taylor, CPA/PFS, JD, CDFA Caregivers generally tend to their elderly/disabled family members as a labor of love, but it can also be taxing for them financially and otherwise.…
Getting The Most Out Of Social Security
One of the strongest potential steps for creating more retirement income, is waiting until you reach age 70 to file for Social Security. A U.S. News and World Report article,…
Taxes & Wealth Transfers
An important part of the enhanced planning process is identifying ways you may be able to pass your assets to loved ones in ways that protect them as much as…
Don’t Procrastinate When Protecting Your Estate
If you have recently crafted an estate plan with an estate attorney or have updated your will, a hearty congratulations goes out to you. A holistic financial plan includes a…