Rich Feight - Thinking Beyond Numbers

09/05/2026

This story is growing on me - Watch Why Vanguard Is Buying Wealth Platform Altruist - Bloomberg

Vanguard CEO Salim Ramji and Altruist CEO Jason Wenk explain why they decided to combine assets. Speaking with Dani Burger on "Bloomberg Open Interest," Ramji and Wenk say they're focused on making financial advisors more accessible.

09/02/2026

The CBO and the Joint Committee on Taxation (JCT) say benefits from this tax law aren’t spread evenly. Higher incomes receive the most significant tax breaks. Lower-income households might see their overall resources decrease."Trump Tax Law 2025: What Changed and How It Affects Your Taxes

From standard deduction amounts to tax brackets and Medicaid cuts, here’s what individual filers need to know about tax changes in Trump's "big beautiful bill."

09/01/2026

This is a creative analysis - States With No Income Tax Ranked By Homeowner Costs

See which of the nine zero-tax states offer real cost savings on property taxes, insurance, and utilities.

08/29/2026

🤓 Fascinating - See how lifetime taxes vary by state

See how lifetime taxes vary by state, from $509,000 in Florida to more than $1.35 million in New Jersey.

08/27/2026

A little more clarity - A letter from founder and CEO Jason Wenk - Altruist

To our advisors, clients, team, and partners, We announced today that Altruist has agreed to be acquired by Vanguard, subject to customary closing conditions and regulatory approvals. There are announcements you spend years imagining, and others you never really believe will be possible. For me, thi...

08/26/2026

So this is happening...Vanguard to Acquire Altruist, Expanding the Reach and Impact of Financial Advice - Altruist

Altruist to operate as a standalone business, extending the “Vanguard effect” to more advisors and theirclients through AI-forward wealth technology and custody platform VALLEY FORGE, PA (August 26, 2026) — Vanguard and Altruist, an AI-forward wealth technology and custody platform serving fin...

08/25/2026

Interesting... very interesting - See the income a family needs to live comfortably in every U.S. state

See the income a family needs to live comfortably in every U.S. state, from $188K in Mississippi to $330K in Massachusetts.

08/05/2026

Interesting - 3 Ages, 3 Money Lessons: How to Raise Financially Savvy Kids

It's never too late to start helping kids learn about money. Here are some age-appropriate ways to help them spend, save and borrow wisely.

07/30/2026

How Baby Boomers, Gen X, Millennials and Gen Z Differ in Retirement Preparedness https://www.investopedia.com/how-baby-boomers-gen-x-millennials-and-gen-z-differ-in-retirement-preparedness-12019773

07/29/2026

Love this. Sounds familliar - The Secret to the American Dream Isn't Money, a Financial Planner Says

Money will only get you so far in the pursuit of happiness. Find out how to make the shift from accumulating wealth to living a life that brings you real joy.