Monday Money: Holiday Bonus

Holiday Bonuses The holidays often bring lots of cheer, festivities—and those much anticipated year-end bonuses. What is the best way to spend your holiday bonus?   HOW GENEROUS ARE BUSINESSES TO THEIR EMPLOYEES OVER THE HOLIDAYS? Accounting Principles surveyed 500 businesses and found that 75% of them will give out holiday bonuses this year. For

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Financial Scam Alerts

Financial Scam Alerts As part of our ongoing efforts to protect your personal financial information, we want to share the following two alerts on some recently reported scams. As a reminder, never provide financial or other confidential information to an unsolicited source. Contact the company directly and verify any request. The APC Team 1.   KUB, LCUB warns

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Year-End Tax Planning 2017

Regardless of the tax law proposals swirling around Washington, October through December is an excellent time to consider year-end tax planning moves to save taxes for 2017. What are some tax strategies to keep our investment house in order? Don’t buy the dividend: Be careful about when you buy a mutual fund in this season

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WBIR: Best Cities for Retirement

On Sunday, August 27th, Paul Fain, CFP®, president of Asset Planning Corporation, visited WBIR-TV in the 7 a.m. broadcast to discuss the best cities for retirement. It may seem that all retirees go to Florida, but not necessarily. Financial website WalletHub recently published its list of the 25 best U.S. cities for retirement. (Interview transcript):

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