Financial Planning Archives - Page 2 of 14

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

by Rich Feight, CFP

Beyond Numbers

Financial Planning

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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

Financial Planning

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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

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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

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

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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

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