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 this month—just a simple reminder that gratitude has a way of multiplying, both in our finances and in our lives.

Article of Interest

Finding Purpose In Retirement

We all know that having purpose in life, in a relationship, in a job, makes it more enjoyable. However, finding purpose in life can oftentimes prove to be harder after retirement. Without a career and a structured social ladder, it can be more difficult to find that purpose. This author offers 5 paths to finding that purpose, and nearly all of them involve giving in one form or another. (You might notice a theme here!)

New Content from Retire to Abundance

The Return on Giving

Charitable giving has been a part of my own personal life since I was in college. Now, sitting on the other side of the table helping others to maximize their charitable gifts is one of the most incredible things I get to do.

In the blog:
→ My first experience with giving and what it did to me
→ How helping others to give is both rewarding and humbling
→ Practical and tax-smart ways to give
→ The hidden and unmeasured returns on giving

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.

Yahoo Finance | 3 Things Retirees Must Do Before Taking Their First Retirement Account Withdrawal

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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