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Financial Planning

Financial Planning
2Comments

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
by Rich Feight, CFP
car debt
Cash Flow
Financial Planning
0Comments

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
by Rich Feight, CFP
Financial Planning
Investing
0Comments

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
goal planning
Financial Planning
0Comments

10 Year Goal Planning

Ten years may be way too far out for you to be thinking. But sometimes if you want to create change in your life, you have to think long term.
by Rich Feight, CFP
estate plan
Estate Planning
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Estate Planning Basics

Estate planning can seem complicated. So much so that we put it off. But put it off too much and you might regret it. Here are some estate planning basics
by Rich Feight, CFP
wonder
Beyond Numbers
Estate Planning
0Comments

Using Money to Live a Life without Regrets

Do you have regrets? You might be one of those people with no regrets. But if you have regrets, do some inner (and maybe outer) work so you can live
by Rich Feight, CFP
Estate Planning
0Comments

A Donor Advised Fund Strategy for Your Estate

Not all assets are created equal when it comes to giving to charities. The same can be said for donating with your estate. But there is one way to do
by Rich Feight, CFP
ethical will
Beyond Numbers
Estate Planning
0Comments

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
college planning
College Planning
0Comments

How a Financial Advisor Plans For his Kids’ College Education

Saving for college can be complicated. It's now always easy. And there are a lot of different ways to do it. If you want to know how I plan for
by Rich Feight, CFP
college planning
College Planning
Investing
Q&A
0Comments

Q&A: How Do I Allocate My Kids 529 Plans?

Sometimes I get questions that everyone can benefit from knowing the answer. This blog post is included in a series of posts that'll specifically answer questions that many readers would
by Rich Feight, CFP
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Thinking Beyond Numbers

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