WBIR: Rules for Financial Success

What if you could post some “Rules for Financial Success” on your refrigerator…what would those rules be?  Well, our moneyman, Certified Financial Paul Fain has some ideas.   PAUL WHAT IS THE FIRST RULE FOR SUCCESS THAT WE ARE GOING TO POST ON THE FRIDGE? Things to avoid at all costs! NO market timing NO

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MEDICARE RUNNING SHORT

The fate of our Medicare and Social Security benefits are back in the news with the program’s annual report released June 5th. The news isn’t great but a crisis can be avoided.   WHAT IS THE STATUS OF THESE GOVERNMENT PROGRAMS? Medicare’s finances were downgraded: the Medicare insurance fund will be depleted in 2026, earlier

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THE INTEREST RATE DILEMMA

Interest rates are an important part of everyone’s lives! Following the 2008 financial crisis, the Federal Reserve (“the Fed”) began to gradually increase key interest rates in December 2015 from a record low of near zero.  The expectation is that the Fed will continue raising rates in 2018 and 2019 (See Fed Chart.) On the

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WBIR: How to be a Financial Jedi

Han Solo is back on the big screen this summer but here on the small screen, our moneyman Paul Fain has FIVE Star Wars lessons for becoming a Financial Planning Jedi.   I GUESS WE HAVE START WITH…“MAY THE FORCE BE WITH YOU” Exactly! The Force encompasses everything. Likewise, a good financial plan is HOLISTIC,

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WBIR: Memorial Day

On Memorial Day we honored the fallen heroes that have served and sacrificed for our country. How was our economy influenced by military conflict?   STARTING WITH WORLD WAR II (1941-45), HOW DID IT IMPACT OUR ECONOMY AND AMERICAN FAMILIES? World War II pulled us out of the Great Depression. American industry was revitalized by

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WBIR: Wedding Season

It is wedding season! Along with marital bliss, get out your checkbook, just ask the Royal Family!   SO INQUIRING MINDS WANT TO KNOW, THE ROYAL WEDDING RIVETED THE WORLD, WHAT DID IT COST? The royal wedding of Prince Harry and Meghan Markle cost an estimated $45….million. Security: $40+ million Wedding dress: $430,000 Wedding cake:

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