Love and Money:

Love and money may seem like an unusual pairing, but for many of us, they’re deeply connected—not in a cringy “I love money” kind of way, but in how we use it to care for those who matter most. I define love as desiring what is best for the beloved. With that in mind, getting your financial house in order and creating a solid financial plan can be one of the most loving things you ever do. While Hallmark probably won’t be making a movie about financial planning anytime soon, it’s still one of the most selfless acts you can take for your family and future.

Article of Interest

Why I Write a Love Letter Every Year

A financial love letter to your spouse or a close family member, with instructions for what to do in the event of your death is one of the most truly loving things you can do. Think things like who to contact and how, passwords, a net worth statement, and more. In this article, Fritz Gilbert, one of my favorite financial bloggers, details down to the paragraph, his own letter to his wife, AND provides a free template if you'd like to create your own. I highly recommend reading this article and implementing this strategy (to some degree) in your own life.

New Content From Retire to Abundance

Diversification 101: What Nvidia Can Teach Us

This article was born out of a case study from one of my oncoming clients. His previous advisory had put 70% of his retirement saving in one company. You guessed it...Nvidia. So, while the stock had generally done well for him, he was extremely overexposed.

In this blog:
→ What happened to Nvidia last month
→ Why diversification is so important
→ How investing too much in one sector is poor diversification
→ 5 great steps to building a truly diversified portfolio

Recent Media Mentions

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

Nasdaq | 5 Benefits to Holding Off Your Retirement Beyond 2025

GOBankingRates | 4 Top Banking Habits of the Wealthiest Retirees

Free Resource Communicating your legacy plan to those you love may be the single greatest gift you can give to them. This six-page guide will step you through the process. Download it here

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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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