Investing Archives - Retire to Abundance

Why family legacy meetings are essential to your famliy and finances

Why Annual Family Legacy Meetings Are Essential to Your Family and Finances

Charitable Giving, Family Legacy Meeting, Investing, Kids and Money, Retirement / Tyler Meyer, CFP®

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 was communicated clearly, and often multiple times over many years. I’ve witnessed firsthand the importance of proactive financial planning and […]

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The Riskiest of all Assets

Investing, Philosophy of Money, Retirement / Tyler Meyer, CFP®

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 two about investing. In particular, when he talks about some of the riskiest of all assets, we should probably listen.

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Blog image of retirement money jar with words "contributions after retirement?" from Retire to Abundance.

Can I Contribute to Retirement Plans after Retirement?

Investing, Retirement, Tax Planning / Tyler Meyer, CFP®

Retirement isn’t just a milestone; it’s a dynamic phase of life where your financial priorities and strategies continue to evolve. One common question that arises as individuals enter retirement is whether they can still contribute to retirement plans. The short answer? Yes…in some cases. (It’s never simple, is it?) In this blog, we’ll delve into

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Blog image for old 401(k) and 401(k) rollover including image of a stack of jeans.

What to do with Your Old 401(k)

Investing, Retirement, Tax Planning / Tyler Meyer, CFP®

How 401(k)s are Like my Old Jeans One of the most common questions I get seems to be “What should I do with my old 401(k)?” In my experience of working with clients, old 401(k)s seem to get the treatment of that pair of jeans that I outgrew a decade ago…I know I still have

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blog image of question marks for evaluating a financial planner

9 Ways to Evaluate a Financial Planner

Fees, Investing, Retirement / Tyler Meyer, CFP®

Choosing the right financial planner can be critically important. Being an industry insider for the better part of a decade has given me an interesting perspective on evaluating fellow planners and while some are wonderful, some should be avoided like the black plague. I see many people make the mistake of focusing solely on returns,

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why a flexible retirement withdrawal strategy is better than the 4% rule

Forget the 4% Rule: Why a Flexible Retirement Withdrawal Strategy is Best

Investing, Retirement / Tyler Meyer, CFP®

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 better suit your unique retirement journey? Join me as we explore the idea of abandoning the conventional 4% rule in favor of a

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Multiple financial advisors seems like a good idea, but it's usually not.

Why You SHOULD NOT Have Multiple Financial Advisors

Investing, Retirement / Tyler Meyer, CFP®

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 increased diversification, right? While maybe our policy could come off as selfish or greedy, the reason for it is quite simple; it’s

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Increasing Inflation is likely coming. Blog image with text.

What the FED – Why Inflation Will Almost Certainly Increase to Close out the Year

Current Events, Investing / Tyler Meyer, CFP®

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 financial safety net and impacted their ability to sustain unexpected expenses. We all now know that the so-called transitory

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Finacial elder abuse and how to help. Blog image of hands.

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

Investing, Retirement / Tyler Meyer, CFP®

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 money is just a little bit tighter this year. As far as you know, nothing has changed in her financial situation, so

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Retirement rules of thumb that should be avoided blog image.

Four Retirement Rules of Thumb to Avoid

Investing, Retirement / Tyler Meyer, CFP®

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, blindly following these common principles can lead to negative outcomes. Whether it’s saving for retirement, budgeting for children, or managing your portfolio,

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