Financially Speaking Blog
7 Steps To A More Secure Financial Future
1. Set goals. If you don’t know where you are going, you won’t get there. It’s that simple. 2. Where Does Your Money Go? You’ll never get a true handle…
4 Keys To The Millennial Balancing Act Of Paying Off Student Debt & Saving For Retirement
By Debra Taylor, CPA/PFS, JD, CDFA The financial puzzle for millennials: What’s the best way to pay off student debt while saving toward retirement? Here are four steps to a…
How 2023 Will Affect Your 2024
How 2023 Will Affect Your 2024 There were several financial developments in 2023 that may have positive impacts on your 2024 financial strategy. U.S. News and World Report article, 7…
Do You Have These Key Estate Planning Documents?
Estate planning is the process of managing and preserving your assets while you are alive, and conserving and controlling their distribution after your death. There are four key estate planning…
Reviewing Your Estate Plan
An estate plan is a map that explains how you want your personal and financial affairs to be handled in the event of your incapacity or death. Due to its…
Should You Work Until You’re 70?
More and more, the targeted retirement age for many people is 70, for numerous reasons. A U.S. News and World Report article, Why You Should Plan to Work Until Age…