Must Read Archives - Thinking Beyond Numbers

Are you afraid to sell your stocks for a loss? Do you think that if you sell a loser, the losses will be REAL? Don't let fear create your investment

by Rich Feight, CFP

Beyond Numbers

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A Financial Planning Mistake

Could the way we currently do financial planning be a mistake? This blog looks at a financial planning mistake with how we do planning now, and how it might be

Creating Joy In Retirement

Have you ever met someone that is living in joy? They just always seem to be happy and uplifting. I can tell you first hand, it's refreshing to be around

Fiduciary or Suitability Standard? You Decide!

Did you know that there are different types of financial advisors? Did you know that different advisors have different standards of care when dealing with their clients or customers? Some

Simple Investing

Recently,Â I read in a book that a simple life doesn't always mean an easy life. After reflecting on this for a moment, it occurred to me that that the same

Simple Retirement Living in 3 Steps

For many of us dreaming about retirement living, the idea of living a simple life, with no worries, comes to mind. Sitting on the porch, sipping tea and reading a

The Top Six Financial Mistakes Small Business Owners Should Avoid

Do you know what mistakes most small business owners make? SometimesÂ small business owners have so much going on they aren't paying attention to their finances. The following article is a

Hidden Fees in Investing

Investing fees are not always easy to spot. Mainly because Wall Street has done a good job burying these fees in the small print of hundreds of pages of the

Developing a Millionaire Mind with Net Worth

Watching the Masters reminds me that when I started my new company, one of the things I wanted to do was track clientsâ€™ net worth. Why track net worth? There are many

Does Your Advisor use the “F” Word?

Does your financial advisor use the "F" word? And by "F" word I mean Fiduciary. If he doesn't, he should. What is a Fiduciary? A Fiduciary, according to Wikipedia, is someone who

by Rich Feight, CFP

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