Taxes

Roth IRA Conversions

Do you pay too much in taxes? Are you concerned about required minimum distributions pushing you into a high tax bracket in retirement? If so, you might consider a Roth

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

Market Commentary

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Protected: 2022 Market Commentary: What to Expect in 2023

Many investors are glad to see 2022 come to an end. It wasn't pretty. Stocks were buffeted by the Federal Reserve Board's aggressive rate hikes (the fastest since the 1980s

by Rich Feight, CFP

Beyond Numbers

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Finding Your Values

Have you ever asked yourself - what is most important to me? What do I value most in life? Does your spending reflect it? I'm talking about values and figuring

by Rich Feight, CFP

person showing both hands with make a change note and coins

Taxes

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Tax Planning with a Donor Advised Fund

Do you have highly appreciated investments? Do you also give annually but don't give enough to itemize your deductions on your tax return? If so, you may benefit from tax

Which Political Party is Best for Markets?

Some of you may be wondering which political party is best for the stock market. I mean, we're already down in bear market territory. The last thing we need is

by Rich Feight, CFP

Market Commentary

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Protected: Q3 2022 Market Commentary

Remember that nice little rally from mid-June until somewhere around mid-August, when the market returns seemed to be moving us out of bear market territory? We don't either; that little

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

Market Commentary

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Protected: Market Commentary: Inflation, Interest Rates, & Recessions

Stocks are taking a terrible beating these days. From the way the market is behaving, one might think that some of the world’s largest and most profitable companies are suddenly

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

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