When I meet with a client to discuss their financial plan – whether we’re developing a “new” plan or having an annual review – an important part of the conversation centers around the investment plan. How are their financial resources going to be invested to meet their wants, needs and wishes for the future? And
WBIR: Student loan debt in the United States continues to grow, but financial advisor Paul Fain has some tips for students (and parents) for trying to keep the cost of college low.
WBIR: Building credit early makes it easier to reach financial goals but Millennials have the lowest credit scores and shortest credit histories among all age groups, according to a new study by NerdWallet.
WBIR: Labor Day, the first Monday in September, is an annual tribute to the contributions workers make to the well-being of our country. It’s also is a time to appreciate the opportunity how your job impacts your personal financial plan.
Summertime wedding season is upon us! Amidst all of the event planning and celebration, it’s so important to review your financial, legal, and tax documents for any changes that might be needed. In working with our clients, I see in “real life” how important it is to review documents on a regular basis, and especially