Beyond Numbers

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

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

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

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