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 learn more at the bottom of this email.

I’ve also been diving into the new One Big Beautiful Bill Act (yes, that’s really what it’s called). It quietly passed on July 4th, and it’s loaded with changes that could impact retirees and pre-retirees in meaningful ways. My latest blog breaks it all down, especially the key takeaways for those age 60 and up. You’ll find it just below.

Article of Interest

The 'First Year of Retirement' Rule

What do the first year of college and the first year of retirement have in common? I'll let your imagination go wild on that one, but for right now let's leave it at the opportunity to try new things, make new friends, all while learning to craft a different relationship with money. The author of this article highlights the 'rule' that what you do in that first year of retirement sets the stage for your many decades of abundant living still to come. That's not to say it's too late if you're past that window. It's never too late to jump in and create more adventure in your life.

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New Content from Retire to Abundance

BBB & You: Big Beautiful Bill and What It Means for You

If you watch tax news like I do you've certainly seen things about the flashy new Big Beautiful Bill. Maybe you've even heard about it if you watch regular news! But let's break it down and see if all that hullabaloo really amounts to anything.

Things in the blog:
→ New $6,000 deductions
→ Social Security taxes remain
→ Medicaid changes and LTC planning
→ Estate planning opportunity for some

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Recent Media Mentions

I routinely get inquiries from reporters needing expert personal finance opinions. Here's an article I've been quoted in recently. You can check out the rest on my media page.

CNBC | Should You Delay Retirement? Here's How to Decide

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Brand new resource for KPERS retirees I’ve seen too many Kansans walk into retirement confused about how KPERS (Kansas Public Employees Retirement System) really works. So, I built something to change that. ​KPERSretirement.com is now live — and it’s built specifically for Kansas public employees who want clear, straightforward answers about their KPERS benefits. You can even sign up for my free 7-day email course, where I walk you through the biggest KPERS questions I hear from teachers, state workers, and retirees all across Kansas. Take a look!

I love hearing from you! Please hit reply with any questions, comments, or feedback. I personally read and respond to every message. And if you know someone who would benefit from this newsletter, please consider forwarding it to them.

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The Retire to Abundance Newsletter is for education and entertainment purposes only. Nothing should be construed as investment, tax, or legal advice. Links to third party websites may contain content that is not approved by QED Wealth Solutions. QED Wealth Solutions, LLC is a registered investment adviser offering advisory services in the States of Kansas and Texas and in other jurisdictions where exempt from registration.

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