Author - Richard T. Feight, CFP®

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7 Estate Planning Mistakes and How to Fix Them
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Prepping your money for year-end (Yep, it’s almost here).
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Organize Your Finances – Net Worth
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12 Powers: Imagination & Money
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Are You Tax Diversified?

7 Estate Planning Mistakes and How to Fix Them

Figuring out what you want to do with your stuff when you die is… well, complicated. Most of the time we sign a stack of papers at our attorney’s office and think we’re done. But it’s not that simple. Here are 7 estate planning mistakes and how to fix them. 1. Not updating the executor […] The post 7 Estate Planning Mistakes and How to Fix Them appeared first on Thinking Beyond Numbers | A Personal Finance Blog that Changes the Way You Think About Money!.… Read More

Prepping your money for year-end (Yep, it’s almost here).

With only a few weeks left in 2017, it’ll soon be time to hang stockings, light Menorahs, and figure out your resolutions for New Year’s Eve. However, if you want […]

The post Prepping your money for year-end (Yep, it’s almost here). appeared first on Thinking Beyond Numbers.…

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Organize Your Finances – Net Worth

photo: What is net worth? According to Wikipedia.com Net Worth is the total assets minus total outside liabilities of an individual or a company. Net Worth is used when talking about the value of a company or in personal finance for an individual’s net economic position. The equation looks like this: net worth = assets – liabilities If […]… Read More

12 Powers: Imagination & Money

photo: Last year my reverend gave a series of talks on a book he read entitled Twelve Powers in You. The book describes  physical, spiritual, and emotional aspects of the 12 powers inherent in each of us. Fascinated by these talks, I’ve decided to expand on them through the money perspective that I often see things, being […]… Read More

Are You Tax Diversified?

At a recent NAPFA conference in Las Vegas, a couple key note speakers said that good financial planning was a key element in retirees having a secure retirement. Obviously they may have been just trying to make all of us advisors feel good about ourselves, but they had some pretty compelling information to support the claim. One of the factors that benefited retirees that used comprehensive financial planners was tax savings. With tax loss harvesting, advanced tax deferral, and other tax strategies, financial planners were able to add value to their clients’ retirement and account values. But many of these …

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