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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TheiaPath System
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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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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Jun 06, 2025
Why You Need a Personal Retirement Plan
When Baby Boomers first entered the workforce, 401(k)s and 403(b)s were seen as modern tools to build wealth for the…
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