Financial Planning Archives - Thinking Beyond Numbers

Life insurance is often sold as a retirement solution because you can take policy loans tax-free. You may be asking yourself - should I invest in life insurance for my

by Rich Feight, CFP

Financial Planning

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Where to Save Money 10 Years Out from Retirement

As you get closer to retirement, where you save is almost as important as how much you save, particularly if you're retiring before age 59 1/2 or 65. Why? Because

by Rich Feight, CFP

Beyond Numbers

Cash Flow

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The Presence Process of Money

Are you mindful with your money? Do you know where you spend it? If you don't, you may benefit from the Presence Process of Money. Recently I read this really interesting

by Rich Feight, CFP

Financial Planning

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5 Things Retirees Should Pay Attention to During Periods of High Inflation

Are you retired? Has inflation been limiting your spending? If so, you might need to consider making some changes to your finances. Here are 5 things retirees should pay attention

by Rich Feight, CFP

Insurance

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Michigan Auto Insurance & PIP Coverage

In July 2020 Michigan passed law that changed no-fault auto insurance. Insurers now have the option to choose between different PIP coverage. What is PIP and why is it important?

by Rich Feight, CFP

Financial Planning

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Advisor Alpha – Why You Should Hire a Good Financial Advisor

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

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