Just how “big” and “beautiful” are these BBB changes for retirees? When Congress names a bill the “Big Beautiful Bill,” you know two things right off the bat: As a financial...
Everything You Need to Know to Plan Your Abundant Retirement
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If you’re like most people nearing retirement, you probably think the hard part is behind you. You worked hard, saved consistently, and now you’re looking forward to slowing down and enjoying what...
I recently had a client summarize retirement planning better than I ever could:“So basically as long as I have more coming in than going out, I should be good?” Exactly! Income > Expenses = Freedom...
Retirement should be the reward for a lifetime of hard work—a time to enjoy life without the stress of a paycheck. But for many retirees, financial missteps turn what should be their golden years into...
One of the things I value most about being a financial planner is the opportunity to have real, meaningful conversations with my clients. These discussions aren’t just about numbers—they’re about...
A few months ago, I sat down with a new client to review his portfolio. He had worked with a previous advisor, and when I looked over his asset diversification, I saw something that made me pause—70%...
Happy New Year from Retire to Abundance and QED Wealth Solutions! I read this morning it’s officially too last to say that anymore, but I’ve never been one to care for stuff like that With 2024...
What do fortune cookies, carnival weight guessers, and risk tolerance questionnaires have in common? They all provide you with an answer—sometimes even a reasonably close one—but none are built on the...
As Benjamin Franklin famously said, nothing is certain except for death, taxes, and market volatility OK, maybe I modified this a bit, but in the world of investing, market volatility is a certainty...
Every election year, there’s a familiar sense of heightened attention, fueled by political drama, media overload, and global uncertainty. It’s easy to think that these times call for drastic...