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...
Everything You Need to Know to Plan Your Abundant Retirement
It’s funny how some memories from our childhood stick with us, becoming a part of our identity and shaping our future. One such memory that has always stayed with me was the result of...
Let’s talk 529s…A 529 Plan is a is a tax-advantaged plan for education savings. Understanding and leveraging tax advantages is one of the biggest value propositions afforded to the clients that...
For many people, their Social Security benefits are among the largest benefits that they take with them in retirement, so finding ways to increase your Social Security benefits can be very important. ...
Last week my family and I had the wonderful opportunity to take a summer vacation up to the shores of Lake Michigan. While the drive made for a bit of a challenging trip, we really had a wonderful...
This week’s blog is a little different. Today I am celebrating a significant milestone for the blog. It is the 26th blog since the launch of QED Wealth Solutions back in January. In other words, I...
You are back home celebrating the 4th of July holiday with your elderly mother. She has always bought fireworks for the grandkids, but this year she is hesitant. When pressed, she acknowledges that...
Rules of thumb can often provide guidance in the complex world of personal financial planning. While almost all rules of thumb were originally based on a form of sound and practical financial advice...
Taxes are likely the single biggest expense you have in your lifetime. While complete tax avoidance is nearly impossible for middle to high income earners during their earning years, with careful...
When setting out to create your investment portfolio, maintaining a well-balanced portfolio is critical in helping to maintain your long-term financial goals. I gave an introduction to the concept of...