Beyond Numbers

Beyond the Number - What's Behind a Goal

When I started my company in 2008, it was because I wanted to help people organize their finances so that they could retire on time. For most, that meant crunching

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Financial Planning

Investing

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NAPFA, Fee Only, Fiduciary & A Duty of Compensation

Many of you know that I am a big believer in the National Association of Personal Financial Advisors (NAPFA). They are, IMHO, the special forces of financial advisors. To further

by Rich Feight, CFP

Insurance

Investing

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What are the Pros and Cons of Variable Annuities?

Variable Annuities are a controversial topic for investing. They have good points. There are also some bad points. It's hard to know if they're right for you without an analysis.

by Rich Feight, CFP

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Financial Planning

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How to Save Money as a High School Graduate

A client sent the following email. It's a great topic for high school graduates or any young person entering adulthood. So I thought I'd share: At this time of year, I

Use Coast F.I.R.E. to Achieve Work Life Balance

Recently, I heard of an adaptation of F.I.R.E. that made my ears perk up - Coast F.I.R.E.. What is Coast F.I.R.E.? For us, it's a way to achieve work-life balance. Backstory As

by Rich Feight, CFP

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Market Commentary

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2025 Market Year-in-Review

If you like Cedar Point, you loved investing in 2025. From Liberation Day's two day 11% S&P 500 decline, followed by 25%+ return, to billions being invested in AI, 2025 was

by Rich Feight, CFP

Investing

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Why It’s Important to Be Consistent with Investing

Consistency may be boring, but it’s one of the most powerful forces in investing. A lot of people focus on what to invest in or when to invest, but few

by Rich Feight, CFP

Market Commentary

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?In the first quarter of 2025, U.S. financial markets experienced notable volatility. Much of this volatility was influenced by economic policy shifts and investor sentiment. Equities Large-cap stocks represented by the S&P

Supercharge the 50/30/20 Budget Rule for Retirement

Do you have a budget? Do you know the 50/30/20 budgeting rule? This post is my take on the 50/30/20 rule and how it can be supercharged for retirement. The 50/30/20

by Rich Feight, CFP

Investing

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Red or Blue? Do Election Day Results Shape Financial Markets

Are you nervous about election day? Do you think a red or blue election win will shape the financial markets? David Booth of Dimensional Funds recently shared his take in

by Rich Feight, CFP

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