Financially Speaking Blog
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…
What To Do When You’re One Year From Retirement
Let’s next look at some strategies for when you’re a year away from retirement in Wausau WI. Finding yourself just a year away from retirement is exciting, but don’t let…
Six Tips for Organizing Your Records
By Elaine Floyd, CFP ® If you got hit by a bus tomorrow, would your loved ones know how to access your important records? Would they know which accounts you hold…