The Speakman Financial Group

06/24/2026

Just entering retirement? Here's what you need to know.

Regardless of how you approach retirement, there are some things about it that might surprise you.

06/17/2026

Are you saving for retirement? If you’re a small business owner, setting up your retirement vehicle may seem like a daunting task. Read more to learn about your choices for managing savings for retirement today.

Help small businesses make better retirement decisions for employees with this eye-catching and informative infographic.

06/14/2026

Stop by Moon Park today between now and 6pm to see us for Wheels, Wings & Wishes. We’re hosting a scavenger hunt for kids, a Steelers ticket raffle, and have giveaways for adults too!

06/10/2026

A Roth IRA lets you save for retirement by paying your tax bill now rather than putting it off until later.

Roth IRAs are tax-advantaged differently from traditional IRAs. Do you know how?

06/05/2026

Markets continued their upward climb in May, supported by strong technology performance, positive economic data, and ongoing diplomatic efforts in the Middle East. The Nasdaq gained 8.36%, the S&P 500 rose 5.15%, and Canada’s S&P/TSX Composite added 2.37%, while investors welcomed better-than-expected job growth and upbeat corporate earnings. With the Fed's next meeting scheduled for June, attention is turning to updated economic projections and what they may signal about the broader economy. From \$24 billion spent on Father's Day to the popularity of dining out and special outings, this month's by-the-numbers highlights how families celebrate the dads in their lives.

Stocks surged in April, notching their best month in five years as investors cheered upbeat economic news, efforts to lower tensions in the Middle East, and first-quarter results.

06/03/2026

Do you know the best way to set your child up for collegiate success? Make sure with this miniature guide to financial aid options.

Help your college-bound child explore scholarships, grants, and more with this article on paying for higher education.

05/27/2026

The first year of retirement can feel exciting, uncertain, and everything in between. Here's what to expect emotionally, financially, and practically as you settle into this next chapter. Reach out if you'd like to talk through your transition.

Understand the key financial and lifestyle shifts that happen in your first year of retirement.

05/20/2026

Is there a role for both active and passive investments in your portfolio?

In investments, one great debate asks the question, “Active or Passive Investing: Which Is Better?”

05/13/2026

Do you know how to avoid internet fraud? Janet does. Learn how to keep yourself safe from data thieves of all kinds.

Learn about the dangers of internet fraud with this highly educational and fun “pulp” comic.

05/08/2026

Stocks surged in April, delivering their strongest monthly gains in five years as solid economic data, easing geopolitical tensions, and upbeat first-quarter earnings lifted investor sentiment. The Nasdaq climbed 15.29%, the S&P 500 rose 10.42%, and the Dow gained 7.14%, while Canada’s S&P/TSX Composite added 3.65%. With no Fed meeting in May, attention turns to remarks from Fed officials and how evolving economic data may shape expectations moving forward. From \$34.1 billion in U.S. spending to the popularity of Mother’s Day dining and gifts, this month’s By the Numbers highlights how families celebrate the occasion.

Stocks surged in April, notching their best month in five years as investors cheered upbeat economic news, efforts to lower tensions in the Middle East, and first-quarter results.