Tyler is a CERTIFIED FINANCIAL PLANNER™ professional and founder of Retire to Abundance and QED Wealth Solutions, a firm specializing in helping people achieve retirement. In addition to being a CFP® professional, he holds the ChFC®, CLU®, RICP®, and FSCP® titles. Outside of his profession, he enjoys visiting National Parks and coaching his kids' athletic teams.
Updated Sep 26, 2024
Home ownership accounts for nearly half of middle-class household wealth. We outline reasons for and against selling this asset in retirement.
Updated Sep 26, 2024
Investing is crucial for one to reach their goals and build wealth. This study examines how many people use a financial advisor to manage their portfolio.
Updated Sep 26, 2024
Remote advisors are becoming much more common. This study looks at whether people are open to the concept, as well as how this impacts the industry.
Updated Jun 7, 2024
Wrap fee programs simplify how you pay for investment management and financial advice. Learn how this fee structure works in this article.
Updated Feb 9, 2024
Pension plans are employer-sponsored programs that give you guaranteed income after you retire. We explain how they work in this article.
Updated Feb 16, 2024
Each year, it’s smart to look ahead and see how you can get closer to your financial goals. We offer several tasks you can complete ahead of the new year.
Updated Jul 26, 2024
As each year ends, it’s smart to review your finances to see where you stand and identify opportunities. We provide a checklist to help you with this process.
Updated May 17, 2024
Conflicts of interest are a common issue in the financial advisor industry. Learn what they are and how you can spot them in this article.
Updated Jan 9, 2024
Compound interest can significantly increase your savings over a long period of time. Learn how it works here.
Updated Jan 12, 2024
Inflation can significantly impact your retirement income. Learn why this is and what you can do about it in this article.
Updated Aug 22, 2024
Are you a high earner without a lot saved up? Learn more about the steps to take to set yourself up for retirement.
Updated Nov 14, 2024
Learn more about the difference between discretionary and non-discretionary portfolio managers and why it’s important.
Updated Aug 30, 2024
Find out how a divorce can drastically affect your retirement plan, and why a professional can help in this article.
Updated Jul 5, 2024
Retirement planning is important, but it can be challenging for the average person. Learn how a financial advisor can help you prepare for life after work.
Updated Aug 9, 2024
Retiring early can give you lots of free time to do what you want. However, it can also have some drawbacks. Learn more in this article.
Updated Mar 8, 2024
Budgeting is a powerful way to save more and spend less. Learn how it works and why it’s so beneficial in this guide.
Updated May 17, 2024
Form ADV reveals information about an advisor’s compensation, AUM, and more. Learn what it is and how to look it up here.
Updated Feb 16, 2024
Financial advisors can be expensive. We explain how you can negotiate with a professional to lower your total advisory fees.
Updated Aug 30, 2024
Well-versed in providing financial advice, RIAs must register with the government and follow a fiduciary standard. We define them here.
Updated Oct 19, 2024
Retiring early is a dream for many Americans. We explain what it takes to achieve this.
Updated Aug 30, 2024
Meeting with a financial advisor requires some preparation. We cover what you need to do before you talk to your professional.
Updated Jul 29, 2024
Pensions and 401(k)s are staples of employee retirement programs. However, each are very different from one another. Learn why this is and the benefits of each here.
Updated Aug 30, 2024
Financial advisors typically charge on either a fee-only or fee-based basis. Here’s what each means and what their pros and cons are.
Updated Aug 30, 2024
Financial advisors can help you plan for and reach your goals. But do you need one? We’ll break down situations where you may need an expert by your side.
Updated Jun 28, 2024
Social security is a crucial part of most Americans’ retirement. Learn how you can maximize payments in six steps.
Updated Feb 9, 2024
CFAs and CFPs are both highly respected financial professionals. But they’re not the same. Learn more about their differences.
Updated Aug 30, 2024
Fiduciaries are advisors who put your interests ahead of their own. Learn why this is important as well as how to find one here.
Updated Feb 23, 2024
Certified financial planners (CFPs) can help you effectively plan your finances. Learn more about them here.