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Whether you just opened up your first IRA, or you are a seasoned hedge fund manager with billions of dollars under your discretion, you probably recognize that Warren Buffett can teach you a thing or...

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Recent Blog Posts

Why This Advisor Refuses to do a 529 Plan for His Children

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...

Increase Your Social Security Benefits: 5 Simple Ways

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. ...

Musings from Vacation: The Importance of the Proper Ordering of Money

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...

26: Embrace the Suck

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...

Financial Elder Abuse: 5 Easy Ways to Protect Your Loved Ones (or Yourself)

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...

Four Retirement Rules of Thumb to Avoid

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...

Four Options for Tax-Free Income in Retirement

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...

Portfolio Rebalancing: How Systematic Rebalancing Leads to Higher Risk-Adjusted Returns

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...

Practical Tips for Teaching Kids About Money

As many of you reading this blog probably know, I have six children who range in age from nine to nine months. Obviously, our kids are still young, so the jury is still out on whether we have raised...
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