Planning Topics - Page 2 of 31 - Thinking Beyond Numbers

Both U.S. and global equity markets are still delivering positive returns, and the bond market is calming down. The long-anticipated recession seems to be on hold, making it easy to

by Rich Feight, CFP

Investing

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Why Rebalancing Your Investment Portfolio is Important

A well-balanced investment portfolio is key to long-term financial success. Rebalancing, the process of adjusting your asset mix, is essential in achieving this balance. Here’s why rebalancing your investment portfolio

by Rich Feight, CFP

a close up of a typewriter with a paper that says social security

Financial Planning

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Social Security Trust Fund Depletion: How Will Congress Fix It?

News reports frequently warn that the Social Security trust fund is nearing depletion. While estimates vary with economic fluctuations, the latest suggests the fund will be exhausted by 2035, just

by Rich Feight, CFP

Beyond Numbers

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The Happy Retiree: Tips for a Fulfilled Retirement

There's more to retirement than quitting your 9 to 5. Retirement is as a time to relax, pursue hobbies, and enjoy life without the constraints of a regular job. It's

by Rich Feight, CFP

Financial Planning

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How Much Should You Be Saving?

Have you ever wonder how much you should be saving? There has been a lot of research about what the best withdrawal rate is in retirement. The opposite side of

by Rich Feight, CFP

Market Commentary

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2024 Q1 Market Commentary

Let's start with this perspective: It's unrealistic to expect continual 10% quarterly gains in the stock market, especially if we don't anticipate a 40% increase in stock values in the

by Rich Feight, CFP

Market Commentary

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2023 Q4 Market Commentary

Last year, the stock market faced challenges due to the Federal Reserve Board's rapid rate hikes and the reversal of QE policies. Analysts were concerned about a potential recession, drawing

by Rich Feight, CFP

Investing

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Guest Author: A Tale of “Two Eds” (Plus One)—How Lack of Diversification Actually Worked

I've always had an interest in the business world. As a very young boy, growing up next to my grandparents, I would delight in going with them to see their

by Rich Feight, CFP

Insurance

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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

by Rich Feight, CFP

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

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