Tyler Meyer, CFP®

Why family legacy meetings are essential to your famliy and finances

Why Annual Family Legacy Meetings Are Essential to Your Family and Finances

Charitable Giving, Family Legacy Meeting, Investing, Kids and Money, Retirement /

I have had the opportunity to see and help hundreds of families deal with the transfer of assets after the passing of a loved one.  All the smooth transitions had a single commonality; the plan was communicated clearly, and often multiple times over many years.  I’ve witnessed firsthand the importance of proactive financial planning and […]

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Blog image of retirement money jar with words "contributions after retirement?" from Retire to Abundance.

Can I Contribute to Retirement Plans after Retirement?

Investing, Retirement, Tax Planning /

Retirement isn’t just a milestone; it’s a dynamic phase of life where your financial priorities and strategies continue to evolve. One common question that arises as individuals enter retirement is whether they can still contribute to retirement plans. The short answer? Yes…in some cases. (It’s never simple, is it?) In this blog, we’ll delve into

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Will the stock market crash in 2024 blog image of downward markets

Will the Stock Market Crash in 2024? What 2023 Tells Us

Current Events, Philosophy of Money /

I’ve already been asked this a few times this year (it’s January 2): Will the stock market crash in 2024? As we start the new year, we have an opportunity to reflect on the multitude of “mini-crises” that shaped the financial landscape in 2023. These challenges tested our resilience and forced us to confront the

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why a flexible retirement withdrawal strategy is better than the 4% rule

Forget the 4% Rule: Why a Flexible Retirement Withdrawal Strategy is Best

Investing, Retirement /

Retirement planning is a multifaceted endeavor, and for decades, the 4% rule has served as a guiding principle for many. But what if there’s a more dynamic approach to withdrawals that could better suit your unique retirement journey? Join me as we explore the idea of abandoning the conventional 4% rule in favor of a

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Why a retirement planning timeline can help you to retire to abundance.

Retirement Planning Timeline: 8 Must Know Retirement Deadlines

Retirement /

There are so many key milestones along the retirement journey and knowing where these milestones should fit in your retirement planning timeline makes a huge difference.  For example, knowing one of these retirement deadlines allowed one of my clients, we’ll refer to him as Donald Duck, to retire a whole 3.5 years sooner! Despite having

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Increasing Inflation is likely coming. Blog image with text.

What the FED – Why Inflation Will Almost Certainly Increase to Close out the Year

Current Events, Investing /

Unless you have lived under a rock over the last few years, you have noticed inflation increasing slowly and not so subtly reaching into your pocket. For many Americans, this has taken a toll on their financial safety net and impacted their ability to sustain unexpected expenses. We all now know that the so-called transitory

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