Financially Speaking Blog
Preparing Your Finances For 2022
December is the perfect time to identify some financial new year’s resolutions for the year 2022 that, while simple, may have a profound effect on your financial strategy and your…
Protect Yourself – and Your Money – From Scams
It seems like you can’t turn on the TV news or visit your favorite news website without seeing yet another story about financial scams. According to the FBI, seniors lose…
Are You a HENRY? Consider These Wealth-Building Strategies
HENRY is a catchy acronym for “high earner, not rich yet.”¹ It describes a demographic made up of young and often highly educated professionals with substantial incomes but little or no…
You Can Be Both Frugal and Happy in Retirement
Frugal. It’s a word that some people wear like a badge of honor, and one that others dread. In fact, when building a retirement strategy, some people are working to…
A Map for Your Family
A will is an essential legal document that describes how your estate should be distributed upon your death. It is the basis for the probate process and can serve as…
The Ever-Changing Nature of Retirement
If it feels difficult to keep up with the things that change regarding retirement, you’re not alone. Even some very fundamental things about retirement have changed in the last 25…