Financial Planning Archives - Thinking Beyond Numbers

Have you ever thought about hiring a financial advisor to help you grow your investments? If you have, you've probably wondered how to do it and if it's worth the

by Rich Feight, CFP

Estate Planning

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5 Reasons to Update Your Estate Plan Right Now

Estate planning can be complicated. You have to contemplate your mortality and decide what to do with all your stuff. Then you have to meet with an attorney and go

by Rich Feight, CFP

Financial Planning

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Top 10 End of Year Planning Tips

The end of the year can be busy. There's a lot of things that can be missed as we race through the holiday season. Here are my top 10 end-of-year

by Rich Feight, CFP

Insurance

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A Simple Life Insurance Solution

Life insurance is something many don't think of until they have kids or debt. But when you have a two-income household that is dependent on both incomes, it can create

by Rich Feight, CFP

Insurance

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Issues to Consider with Property & Casualty Insurance

You might wonder what property and casualty (P&C) insurance is all about. How much do I need? What types do I need? And what the heck is an umbrella policy?

by Rich Feight, CFP

Financial Planning

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What is a Good Financial Plan?… and What is NOT!

There are a lot of financial planners out there. Some are good. Some are not as good. But they all have a financial plan for your money. This post will

What’s Your Money Story!

Do you have a money story? Do you know what a money story is? It is possible that your money story is holding you back and you don't even know

by Rich Feight, CFP

Financial Planning

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How Much Should You Be Saving?

Have you ever wonder how much you should be saving? There has been a lot of research about what the best withdrawal rate is in retirement. The opposite side of

Debt Habits of Millionaires

Do you have debt? Whether you have a lot of debt, like credit cards, car and student loans, and a mortgage debt, or just the mortgage, you might be wondering

12 Questions to Ask Financial Advisors

Finding a financial advisor can be stressful. You want someone you can trust, is competent, and has your best interest in mind. Here are 12 questions you can ask financial

by Rich Feight, CFP

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