investments

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 /

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 […]

Why Annual Family Legacy Meetings Are Essential to Your Family and Finances Read More »

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 /

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

Can I Contribute to Retirement Plans after Retirement? Read More »

Will the stock market crash in 2024 blog image of downward markets

Will the Stock Market Crash in 2024? What 2023 Tells Us

Current Events, Philosophy of Money /

I’ve already been asked this a few times this year (it’s January 2): Will the stock market crash in 2024? As we start the new year, we have an opportunity to reflect on the multitude of “mini-crises” that shaped the financial landscape in 2023. These challenges tested our resilience and forced us to confront the

Will the Stock Market Crash in 2024? What 2023 Tells Us Read More »

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 /

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

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

tax-free retirement income: 4 ways blog image

Four Options for Tax-Free Income in Retirement

Investing, Retirement, Tax Planning /

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 planning streams of tax-free income can be created in retirement. By leveraging these options, you can significantly enhance your financial security all while lowering

Four Options for Tax-Free Income in Retirement Read More »

Portfolio Rebalancing can maximize your returns

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

Investing, Retirement, Tax Planning /

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 asset allocation in my blog Asset Location vs. Asset Allocation, but stated simply, asset allocation is the process of dividing your investment portfolio among different asset

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

Scroll to Top