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...
Everything You Need to Know to Plan Your Abundant Retirement
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Like many of you, I have been a victim of procrastinationok, obviously victim is not the right word. There have been times where I have struggled to prioritize my time appropriately. I have been...
The second most important Q acronym (behind QED of course 😊) that all retirees should be familiar with is QCD. QCD stands for Qualified Charitable Distribution. It is a provision in the tax code that...
Anyone that knows me well knows that I am a big Chiefs fan. Watching Chiefs games on Sunday afternoons has been a family bonding activity from as far back as I can remember. If you have been a Chiefs...
Secure 2.0 was passed as part of the Omnibus bill at the end of 2022. As I have gone through the different provisions, the best analogy that I have been able to come up with is that Secure 2.0 is like...
January 1st of 2008 commenced one of the most exciting bets of this century (at least to us finance nerds 😊). “The Bet” pitted Warren Buffet, arguably the world’s most successful investor against...