Use the Pandemic as a Test Drive for Retirement | Paul Fain Unless you are an essential worker, you have probably spent most of the last three months sheltering in place at home during the COVID pandemic. If you are a sales or client service worker, or consultant, or computer-based worker, or the like, it

Basic Investing Building Block #2   Investing can be complicated to the average “Joe or JoAnn.”  However, having just the simplest knowledge of what it is and how it works can help you manage your money with confidence.  Let’s break it down in a way that makes it easier to understand.  This is the second

To Convert or Not to Convert? That Is the Question! | Steve Carlson   What am I talking about, you ask?   Roth conversions. What is a Roth conversion?   A Roth conversion is taking all or part of an existing traditional IRA and moving it into a Roth IRA.  The main difference between a traditional IRA

Is It Time to Change Your Investment Strategy? | Paul Fain   Uncertainty is a fact of life. With uncertainty comes fear. Without a doubt, the global pandemic has escalated uncertainty and fear in our lives. Learning to cope with uncertainty is essential to a resilient life. But how do we do this? Some thoughts:

  APC Then and Now   It was 1972; a 33-year-old Kemp Fain had discovered and joined a pioneering effort to professionalize “financial planning” as a field of study and service. Subsequently, he became the first enrolled student for the Certified Financial Planner designation and went on to become a driving force in the movement

Investing Building Block #1: Have A Plan   This is the first in a series of postings where the focus will be around investing. We will touch on some of the core building blocks of investing. It may be a reminder for many of you or new to some, but if you find these useful,