Insurance

Should I Invest in Life Insurance for Retirement?

Life insurance is often sold as a retirement solution because you can take policy loans tax-free. You may be asking yourself - should I invest in life insurance for my

Investing

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5 Mistakes Most People Make with Their Investing and How to Fix Them

Small changes over time make a big impact on your investments. That's why it is important to get your retirement accounts, like 401k and 403bs, right. Here are 5 mistakes

by Rich Feight, CFP

a man with a white beard and mustache wearing a hat

Beyond Numbers

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Getting the MOST out of Retirement

Are you getting the most out of retirement? Do you know how to get the most out of retirement? Dr. Riley Moynes, a retired educator spoke at a recent NAPFA

by Rich Feight, CFP

Financial Planning

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Where to Save Money 10 Years Out from Retirement

As you get closer to retirement, where you save is almost as important as how much you save, particularly if you're retiring before age 59 1/2 or 65. Why? Because

by Rich Feight, CFP

Market Commentary

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Protected: Market Commentary: Debt Ceiling Debate

This is your captain speaking… When you’re on a commercial flight, and the plane is approaching turbulence, the captain comes on the intercom to let you know to buckle up and

by Rich Feight, CFP

Market Commentary

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Protected: Q1 2023 Market Commentary

Were last year's market losses an illusion? We've now experienced two consecutive quarters of healthy market gains, the long-predicted recession hasn't materialized despite rising interest rates and the Fed reducing

by Rich Feight, CFP

Taxes

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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

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

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