March The Retire to Abundance Newsletter Springtime: Spring is...springing. Our evenings are now longer, and the sun seems to be shining more. It is one of my favorite times of year where we get to crawl out of our proverbial winter hole and get to enjoy the outdoors once again. The rest of this newsletter may not be quite as cheerful, but this is your reminder that sunny skies are ahead. And if you’re one of our clients, take a deep breath, we’ve got this. Article of Interest When War (and...
about 1 month ago • 2 min read
February The Retire to Abundance Newsletter Tip your Server, Not the IRS: Death and taxes. The undefeated champions of life. I’d like to think my firm's consistency and follow-through are pretty dependable too, but I have to admit the IRS has a longer track record. Taxes are complex, constantly changing, and often far more flexible than most people realize. With thoughtful, proactive planning, the difference over a lifetime can be significant. My philosophy is simple: pay what you owe, follow...
2 months ago • 2 min read
January The Retire to Abundance Newsletter Scamuary: If you’ve ever deleted an email promising a surprise inheritance or ignored a call about a frozen account you don’t have, congratulations, you’ve already met a scammer. Unfortunately, the scammers are getting better and have recently hit a little closer to home than we’d like. One of the advantages of working closely with clients is that nothing happens in isolation. When there’s a trusted relationship and clear processes in place, it’s...
3 months ago • 2 min read
December The Retire to Abundance Newsletter How to Retire to Abundance: When I talk about retiring to abundance, I am not talking about retiring with the biggest number on a statement or the most optimized social security claiming strategy (although they certainly don't hurt ☺️). I am talking about retiring with enough clarity and confidence to actually use the resources you worked decades to build. Most people I work with have done the saving part well. The harder part is learning how to...
4 months ago • 2 min read
November The Retire to Abundance Newsletter How to Treat Yourself: Every year about this time, I notice a familiar pattern. November shows up, the calendar fills itself, and suddenly the things we meant to get done “sometime this fall” are quietly sitting in the corner hoping we forgot about them. If you’re anything like me, you probably have a running list of “I’ll get to that later” items that somehow survived all the way to Thanksgiving. This has me thinking of one of Jordan Peterson’s 12...
5 months ago • 2 min read
October The Retire to Abundance Newsletter The Abundant Returns of Gratitude: Recently, I’ve had the privilege of serving on the Capital Campaign Committee at our parish. The experience has given me a chance to pause and reflect on my own charitable giving—how it’s shaped me, challenged me, and ultimately blessed me. But more than anything, it’s been a joy to share conversations about something I love (my church) with people I deeply care about. I don’t have a grand financial insight to share...
6 months ago • 2 min read
September The Retire to Abundance Newsletter When It Rains, It Pours: Normally, that phrase is about bad things piling up, but as the son of a farmer it’s hard to ever be upset at the thought of rain. I recently saw a stat showing that Kingman had its third wettest summer in recorded history. The rain has been a blessing—my sprinkler system has barely run, and more importantly, it’s helped break our local farmers out of the recent cycle of drought. In many ways, finances work the same way....
8 months ago • 2 min read
August The Retire to Abundance Newsletter Craving Normalcy: Every year when school gets going again, I realize how much I miss having some routine. We all do better when life has a little structure, and the same goes for our finances. This time of year, as things slow down from the summer rush, is a great chance to take a step back and see what adjustments might help. Maybe it’s increasing retirement contributions, making sure your withdrawal plan is still on track, or even thinking through a...
8 months ago • 2 min read
July The Retire to Abundance Newsletter Alphabet Soup: Summertime always seems to fly by in a blur of ballgames, travel, and triple-digit heat. At QED, we intentionally slow things down a bit this time of year—fewer meetings, more behind-the-scenes work to improve the resources we offer. One of the big projects we've been working on is now live: KPERSretirement.com, a free educational site designed specifically for KPERS enrollees. If that’s you—or someone you care about—you’ll find a link to...
10 months ago • 2 min read