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Estate Planning
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5 Reasons to Update Your Estate Plan Right Now

Estate planning can be complicated. You have to contemplate your mortality and decide what to do with all your stuff. Then you have to meet with an attorney and go
by Rich Feight, CFP
Financial Planning
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Top 10 End of Year Planning Tips

The end of the year can be busy. There's a lot of things that can be missed as we race through the holiday season. Here are my top 10 end-of-year
by Rich Feight, CFP
selective focus photography of woman holding yellow petaled flowers
Taxes
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When to Use a Donor Advised Fund

Do you make annual gifts to charities? If you like to make gifts to charities but don't always get the benefit of a tax deduction, you might consider a donor-advised
by Rich Feight, CFP
Market Commentary
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Social Security COLA

Have you heard the news? It's true. The 2022 social security COLA (cost of living adjustment) for 2022 is 5.9%. Transitory Inflation There are reports from the Federal Reserve that we’re experiencing
by Rich Feight, CFP
market gains
Market Commentary
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Protected: Q3 2021 Market Commentary

The string continues. The U.S. markets managed to eke out a sixth consecutive quarterly gain in the third quarter of the year, although most indices were down in the month
by Rich Feight, CFP
Market Commentary
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Protected: 5 Proposed Tax Changes From the American Families Plan

Earlier this year the Biden Administration proposed significantly increased spending in areas related to childcare, paid leave, pre-kindergarten, community college, and healthcare as part of the American Families Plan. To
by Rich Feight, CFP
man and woman sitting on bench in front of beach
Beyond Numbers
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A Life Well Spent

Retirement is not as easy as you might expect. There is no right or wrong way to do retirement. Some may seem more successful at it than others. But it's
by Rich Feight, CFP
man and woman holding hands focus photo
Market Commentary
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Inconsistencies in the Tax Code

The tax code contains nearly 10,000 selections and two million words. Over the past 10 years, alone, the tax code has been amended or revised over 4,000 times. As Congress
by Rich Feight, CFP
term insurance needs
Insurance
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A Simple Life Insurance Solution

Life insurance is something many don't think of until they have kids or debt. But when you have a two-income household that is dependent on both incomes, it can create
by Rich Feight, CFP
property and casualty insurance
Insurance
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Issues to Consider with Property & Casualty Insurance

You might wonder what property and casualty (P&C) insurance is all about. How much do I need? What types do I need? And what the heck is an umbrella policy?
by Rich Feight, CFP
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Thinking Beyond Numbers

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