Rich Feight - Thinking Beyond Numbers

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.

07/28/2026

In case you're using Opportunity Funds - Some high-earning investors will soon owe taxes on years of deferred capital gains

A key incentive in place for current Opportunity Zone investors — deferring taxation of reinvested capital gains — will end on Dec. 31.

07/22/2026

The good news, is s.s. isn't going away. The bad news, is it may go down 22% unless... The Social Security Shortfall: What Retirees Stand to Lose in Every State

If lawmakers fail to act by 2032, automatic benefit cuts will trigger big monthly losses for individuals and state GDPs. See how hard your state will be hit.