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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Tax Season
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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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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Mar 03, 2024
Spring Clean Your Financial House for Peace of Mind
Spring is here, let the cleaning commence! Spring brings a sense of renewal and fresh beginnings. For us here at…
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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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