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Featured image for “A Letter From a Client: What Didn’t We Know About Retirement”

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…

Featured image for “How to use QCDs for charitable giving in retirement”

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…

Featured image for “Roth Conversions Using Tax Bracket Optimizations”

Oct 10, 2025

Roth Conversions Using Tax Bracket Optimizations

Turning Tax Strategy into Confidence, Control, and Peace of Mind You’ve worked hard to build your retirement savings — but…

Featured image for “Adjusting Your Retirement Strategy When Life Takes an Unexpected Turn”

Mar 03, 2025

Adjusting Your Retirement Strategy When Life Takes an Unexpected Turn

Life has a way of surprising us. Just when we think we have everything planned out, an unexpected event—a job…

Featured image for “Avoiding Mistakes in the Five Critical Years Before and After Retirement”

Jan 01, 2025

Avoiding Mistakes in the Five Critical Years Before and After Retirement

Retirement is an exciting transition, but as you enter the five critical years before and after retirement, the stakes get…

Featured image for “Maximizing Your Retirement: Tax Planning Strategies”

Apr 04, 2024

Maximizing Your Retirement: Tax Planning Strategies

Now that tax season is behind us, it’s time to start thinking about tax strategies for the coming year! Taxes…