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...
Everything You Need to Know to Plan Your Abundant Retirement
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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...
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...
At my firm, we have a policy that we don’t accept clients with accounts at multiple firms. At first glance having multiple financial advisors may seem like a good idea. After all, that’s...
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...
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...