Financial Planning Archives - Page 2 of 14

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

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 Planning

0Comments

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

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

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

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

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

Insurance

0Comments

Insurance to Protect Your Financial Plan

Do you worry about your finances? What about your financial plan? Do you know what insurances you need to protect yourself and your financial plan? Having your money organized is

by Rich Feight, CFP

Estate Planning

0Comments

Communicating Advance Directives in the Pandemic

The pandemic has changed the way we do a lot of things. We all view healthcare, shopping, dining out differently. You can add Advance Directives to that list now. Advanced Directives Advance

by Rich Feight, CFP

« Older Articles Newer Articles »