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ethical will
Beyond Numbers
Estate Planning
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What is an Ethical Will?

Two years ago I was at a National Association of Personal Financial Advisors conference in Phoenix when I heard about an ethical will. Elana Zaiman, author of The Forever Letter,
by Rich Feight, CFP
goals
Beyond Numbers
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Overcome Present Bias and Think Like a Millionaire

Do you make good money, but can't seem to save? Does your net worth not reflect your income? You might have Present Bias? If you don't know what I'm talking
by Rich Feight, CFP
cash flow
Beyond Numbers
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Being in the “Flow” of Cash Flow

How you spend your money says a lot about you. But did you know that it can also show how present you live? What am I talking about? Read on
by Rich Feight, CFP
Beyond Numbers
Cash Flow
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Beyond Budgets

Does the idea of creating a budget make you queasy? Are you smart, but bad with money? Maybe your spending habits and ideal lifestyle don't match up. Here's a deeper
by Rich Feight, CFP
grow with appreciation
Beyond Numbers
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Appreciating Taxes?

What if tax day came and you were excited? What if you couldn't wait to pay your taxes? That seems very far out. But I wonder what it would be
by Rich Feight, CFP
thinking beyond numbers newsletter
Beyond Numbers
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Creating Your Life Journey with Financial Planning

Goal setting is important. Asking Insightful Questions helps. But goals alone aren't enough. Research shows that life is better with rich experiences. These experiences happen when you create your journey. Alfred De Souza
by Rich Feight, CFP
Beyond Numbers
Must Read
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A Financial Planning Mistake

Could the way we currently do financial planning be a mistake? This blog looks at a financial planning mistake with how we do planning now, and how it might be
by Rich Feight, CFP
Beyond Numbers
Must Read
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Creating Joy In Retirement

Have you ever met someone that is living in joy? They just always seem to be happy and uplifting. I can tell you first hand, it's refreshing to be around
by Rich Feight, CFP
Beyond Numbers
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Question for Thanksgiving – Does being grateful make you wealthier?

It’s so easy to get caught up in the daily grind of our fast-paced world. Sometimes it can be tough to appreciate what’s right in front of you. Around Thanksgiving, thankfully,
by Rich Feight, CFP
Beyond Numbers
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Making Meaningful Decisions

If you are like me, there has been a time, or hundreds of times, in which you felt that you had to make a significant, meaningful decision, quickly, and you
by Heather Simon
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