Apr 04, 2026
Medicare Made Simple: What You Need to Know Before You Enroll
Medicare planning for retirement can feel overwhelming at first—but it doesn’t have to be. With the right understanding, you can…
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Insights
Feb 02, 2026
A Letter From a Client: What Didn’t We Know About Retirement
At Theia Financial, we often say that retirement has two very different phases: building wealth and living from it. The…
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Feb 02, 2026
The Widow’s Tax Trap: Why Filing Single Changes Everything
Widows Filing Single in Retirement No one plans for this chapter. And yet, statistically, many women will face it. The…
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Dec 12, 2025
Am I Ready to Retire? Finding Confidence in the Next Chapter
Am I ready to retire? You’ve probably been thinking about it more lately — retirement. Maybe you’ve even caught yourself…
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Dec 12, 2025
The Power of a Financial Fresh Start (at Any Age)
Let’s Start Here: You’re Not Behind. If you’ve ever caught yourself thinking, “I should have saved more by now,” or “I’m too late…
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Nov 11, 2025
How to use QCDs for charitable giving in retirement
QCDs Just Got Smarter Under the New Tax Law Have you been wondering how to use QCDs for charitable giving…
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Welcome to the resources page where you will find events, webinars on demand (our theater in the clouds), live webinars, blog posts, videos and other multimedia designed to help you understand the Theia Financial approach to retirement.
Live Webinars
Theater of the Clouds
4 Eye-Opening Fundamentals of Retirement Planning for Women
There’s a lot to talk about when planning your retirement, but there are a few fundamentals that you have to get right. That’s what we’re focusing on in “4 Eye-Opening Fundamentals of Retirement Planning for Women. Enjoy this free eBook, with my compliments.
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