Jul 07, 2025
Why 60% of Women Feel Unprepared for Retirement
Did you know that 60% of women aren’t confident they’ll retire comfortably?(Source: Transamerica Center for Retirement Studies) When it comes…
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Blog
Social Security
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…
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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…
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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…
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Apr 04, 2023
How Confident Do You WANT to Be That Your Money Will Last During Retirement?
I remember having a conversation once with a woman named “Julie.” She was 62, retirement was right around the corner…
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Sep 09, 2022
Should You Take Social Security Early as Part of Your Retirement Income?
Social Security is confusing and many people contact us with questions about it. One of the more popular questions is,…
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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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