QED Wealth Solutions

04/23/2025

Celebrating our Director of Client Relations today. She's one of the best! Thanks, Janelle, for all the time you take making our clients feel welcome, understood, and truly taking an interest in their lives.

04/20/2025

04/18/2025

It's National Financial Planners Day (who knew?!) and we are celebrating our fearless leader and expert retirement planner, Tyler Meyer. Thanks for bringing confidence and knowledge to our clients with your vast financial experience.

04/15/2025

Did you Know?

You can use the search bar function on my blog to type in any topic you are interested in learning about. It sifts through all my blogs to find any related to your topic of interest.

Try it out today at https://www.retiretoabundance.com/blog

04/15/2025

This is the LAST WEEK to nominate a special educator for the Educator of the Month award this school year. It only takes two minutes of your time!

Nominate here:

Education is very important to us at QED Wealth Solutions. As a way to give back to our community, we will be recognizing an exemplary educator each month of the 2024-25 school year (Sept.-April). Winners will receive a gift card to a local restaurant and be featured on our social media pages in rec...

04/10/2025

Tariff-ic Opportunities in the Market

Unless you’ve been living under a rock, you’ve likely heard about the recent turbulence in the stock market. I often remind clients that it’s not a matter of if the market will decline—it’s a matter of when. We’re currently in one of those inevitable downturns, and it’s no surprise that investors of all stripes are feeling a bit skittish. While it’s never fun to watch account values dip, this pullback doesn’t alter our long-term investment philosophy. We remain confident in the continued growth of both the U.S. and global economies. The only real losers during times like these are those who panic and sell.

That said, this isn’t necessarily a time for inaction—there are meaningful planning opportunities worth exploring, particularly in tax-loss harvesting and Roth conversions. If you’d like to learn more, I’m here to help.

*This is an excerpt from my April email newsletter. If you'd like to look through the archives or join the newsletter, you can do that here: https://qedwealthsolutions.kit.com/profile?_gl=1*z7dfay*_gcl_au*MTEyNTU2NzM2OS4xNzM3OTk2NTc0

04/07/2025

Want some calming financial news in your inbox?

My monthly newsletter focuses on educating you about how to create the retirement of your dreams. By working to build wealth now, while also living your best life along the way, I help you plan for a truly abundant retirement.

Browse the archives and signup below.

*1nbjjvk*_gcl_au*MTEyNTU2NzM2OS4xNzM3OTk2NTc0

Newsletter archives and links to free resources to help you create an abundant life before and after retirement.

04/03/2025

Retirement isn’t a do-over.

After working hard and saving for decades, the last thing you want is to make a misstep that could derail your financial security.

In this NEW BLOG, I’m breaking down the 7 biggest financial mistakes I see retirees make—and more importantly, how to avoid them.

Whether you’re already retired or getting close, this list is a must-read:
🔗

Life is full of mistakes, but financial mistakes for retirees can be very costly. Learn about the 7 biggest mistakes and how to avoid them.

03/26/2025

Social Security claiming strategy can be one of the most complicated parts of a retirement plan for many people. Often retirees want to wait as long as possible to claim, but there can be reasons that claiming early is very helpful depending on the situation and goals.

It's been awhile since I shared an article I was featured in, but here's one to make you think a bit. Your claiming strategy can make a huge difference in many ways. Getting it right is very important.

Article link here:

Drawing on Social Security income in advance of retirement age is a personal decision that often depends on factors, such as marital status, health, and age. The benefits include receiving financial relief sooner in retirement when other income sources are unavailable and less stress about the state...

03/25/2025

This lady is certainly one of the best! (She's been nominated several times over the two years of our program.) Please help us congratulate JoAnna Wooten from USD 331 Kingman Elementary School as our March Educator of the Month. Keep making Kingman great, JoAnna!

April is our LAST MONTH for this school year. Take two minutes right now to nominate a great local educator. They get recognized and win dinner on us.

Nomination link: https://forms.gle/aaomtt3aG9qi6D3g9

03/13/2025

Before you celebrate Spring Break take two minutes to nominate a great educator in our Kingman community!

And then...enjoy your break!
...

Education is very important to us at QED Wealth Solutions. As a way to give back to our community, we will be recognizing an exemplary educator each month of the 2024-25 school year (Sept.-April). Winners will receive a gift card to a local restaurant and be featured on our social media pages in rec...

03/06/2025

‼️NEW BLOG!‼️

Curious about what it's like to work with me on your retirement plan? Check out this behind-the-scenes look at a recent client conversation where we dive into market volatility, managing risk, and navigating fees.

Read the full blog to get an inside view of working with me!

The real-life conversations I have with clients daily. Their fears, their questions, their goals....and my real-life answers.

03/06/2025

Many people think a financial advisor costs too much...

A recent study by SmartAsset.com reveals that individuals who consult with financial advisors
💵feel more at ease about their finances
💵could end up with about 15% more money to spend in retirement.

The study found that, on average, a hypothetical $500,000 investment could grow to over $3.4 million under the care of an advisor over 25 years, compared to $1.69 million if managed independently. ​That's over $1.7 million in value created by a financial advisor!

Partnering with a trustworthy, local advisor ensures personalized guidance tailored to your unique financial landscape. This collaboration not only enhances your investment strategy but also provides peace of mind, knowing your financial future is in expert hands.​

Don't leave your financial well-being to chance. Schedule a meeting with our experienced team today and take the first step toward a secure and prosperous future: https://qedwealthsolutions.com/our-process/

Sources: https://insights.smartasset.com/financial-advisor-value?utm_campaign=mbr__falc_content_favalue&utm_content=fa_value_reveal_buck_secondary&utm_medium=&utm_source=morningbrew&utm_term=morningbrew_nl_021825

Our simple 3 step process to help you discover if working with us is the best way for you to make your retirement goals happen.

02/26/2025

We’ve been reminiscing on our grand opening 2 years ago. How blessed we are to have such a great community (in Kingman and beyond) around us then AND now!

Thank you to everyone who supports us with your business and in so many other ways as well!

One week ago we “officially” opened our doors. Thank you Kingman community for all your support. We feel so blessed!
And thanks to Shelby with the Kingman Area Chamber of Commerce for all her help.

02/24/2025

Evelyn Perez, a Resource teacher from USD 331 Kingman-Norwich Schools Kingman Elementary, has been selected as our February Educator of the Month. Please join us in congratulating her and thanking her for all she does for the youth of our community.

Thank you, Evelyn! We are blessed to have you!

There are only two more months to nominate a special educator in your life or the life of your child. March nominations are open now. Take just 2 minutes to let us know about another exceptional member of our Kingman community.

Link to nominate: https://forms.gle/FrveWZ1N5SKGYSJ5A

02/19/2025

Five years before.

That’s when you should start meeting with a retirement-specialized financial advisor—five years before you think you might retire.

Why? Because retirement isn’t just a date on the calendar. It’s a transition, and the choices you make in those final working years can have a huge impact on how smooth that transition is.

From my experience working with retirees, I’ve seen many people discover they can retire sooner than they expected! I've helped others make the hard realization they need to work a little longer—or that a hybrid approach makes sense for them. But if you haven’t run the numbers or built a strategy, you’re really just guessing. And guessing isn’t a great way to approach a decision that impacts the rest of your life.

The good news? You don’t have to figure it all out on your own. If retirement is on the horizon, let’s sit down and make a plan that gives you clarity and confidence for the years ahead.

What retirement dreams do you have waiting?

https://qedwealthsolutions.com/our-process/

02/12/2025

I'm a sucker for practical gifts.

For real! I once bought my wife a dishwasher for Christmas.

With Valentine's upon us, one of the most loving (and practical) things you can do for those you love is get your finances in order AND communicate them.

One of the best ways to do that is with an annual Family Legacy Meeting. My free six-page guide will walk you through the why, the what, and the how of creating your own meeting that fits your family. You can get it at this link: https://retiretoabundance.com/family-legacy-meeting-guide/

Another great way is by writing an annual love letter. I shared a great article (from The Retirement Manifesto) all about love letters in my latest newsletter. You can see all my newsletter archives here: https://qedwealthsolutions.kit.com/profile?_gl=1*ot6ln0*_gcl_au*OTUxMDE5OTU3LjE3Mjg1NzUyMjE.

So, if you're like me and haven't made Valentine's plans yet...consider yourself covered with the most practical gift there ever was. You're welcome!

02/10/2025

⚠️10 more days to nominate a February Educator of the Month!⚠️

Make someone's month a little sweeter by nominating them. If they are chosen, they'll be recognized AND win dinner on us! Only takes 2 minutes!

Education is very important to us at QED Wealth Solutions. As a way to give back to our community, we will be recognizing an exemplary educator each month of the 2024-25 school year (Sept.-April). Winners will receive a gift card to a local restaurant and be featured on our social media pages in rec...