According to surveys, more than half of American adults don’t have a Last Will and Testament. While the reasons for this vary, one stumbling block can be choosing an executor. Suzanne Himes, lead financial planner at Asset Planning Corporation, joins us with what to consider in selecting someone for this important role.     

Retirement Planning Earthquake By Steve Carlson   Just when you thought you had a good grasp of retirement planning rules, the government changes them! A new federal law took effect January 1, 2020, that affects many different parts of retirement planning.  The SECURE Act of 2020 (Setting Every Community Up for Retirement Enhancement) has 29 provisions

Fair Isaac Corp, commonly known as FICO, recently announced that a new version of their credit scoring model will be available later this year. FICO scores are used by 90% of lenders to assess an individual’s credit risk.  Certified financial planner Suzanne Himes, with Asset Planning Corporation, is here with more information on this important

It’s a popular time of year for annual job performance reviews and corresponding pay raises. Along with celebrating this good news, it’s wise to think about how that increase in income can impact multiple financial decisions. Certified financial planner Suzanne Himes, with Asset Planning Corporation, has some of the changes to consider when our paychecks

According to surveys, adults in the U.S. have used the same checking account for 16 years on average and 40% of all Americans have never switched banks at all. But is that loyalty really what’s best for you and your money? Certified financial planner Suzanne Himes, with Asset Planning Corporation, is here to discuss what

Over the past month, the market pundits have been proffering their 2020 forecasts for stocks, bonds, interest rates, real estate, gold, oil and basically anything investors might buy or sell. But before I put much weight in reading this year’s tea leaves and crystal ball divinations, I want to know how accurate the soothsayers were