Aretha Franklin, The Queen of Soul, died on August 16th at the age of 76 – she did not leave a will detailing her wishes for her assets. What happens next to Ms. Franklin’s estate and what can WE learn from it? Certified Financial Planner Paul Fain joins us again to look at your Sunday
More than half of pre-retirees expect to continue working in retirement, but, how many retirees actually continue to work? Our moneyman, Certified Financial Planner Paul Fain joins us again to review your money and your future. PAUL, WITH PEOPLE LIVING LONGER IT SEEMS REASONABLE TO ASSUME THAT WE WILL WORK LONGER IN SOME CAPACITY…
If you ever have the opportunity to travel abroad, such as a visit to Europe, how should you handle money…cash or credit card? What about exchange rates? And security? Paul Fain, president of Asset Planning Corporation, joins us with some international travel tips for your wallet. PAUL, IF YOU ARE GOING OVERSEAS, WHAT IS
Millennials—the generation of Americans born between 1982 and 2000—now outnumber Baby Boomers. Many in this younger generation are tackling a dilemma few before them have had to face: Save for retirement or pay off student loans? Paul Fain, President of Asset Planning Corporation joins us with advice for your money. WE KNOW THAT COLLEGE TUITION
Featured in the Knoxville News Sentinel: July 17, 2018 Do you need to have “The Talk” in your family? No, not the birds-and-the-bees talk, I’m referring to the talk with an aging parent about their finances. According to one survey, 54 percent of baby boomer respondents said they would rather talk to their children about sex
Health care costs are rapidly emerging as a major expense item both before and during retirement. So how can you prepare a budget for health care costs in retirement? A PERSON’S HEALTH REALLY IMPACTS THEIR RETIREMENT SPENDING. Health status: There are controllable and non-controllable factors; Impact: Our personal choices impact our health – nutrition,
I’m a first-generation college graduate. College planning wasn’t introduced to me until after I had taken loans for my undergraduate degree! I was unaware of the options and how important it is to make educated decisions in regard to paying for college. What do I wish I would have known? There are four strategies for
At mid-year, how are your investments doing and what should we expect for the remainder of the year? Certified Financial Planner Paul Fain reviews your portfolio. PAUL, LET’S START WITH STOCK INVESTMENTS…HOW DID THE FIRST HALF OF THE YEAR GO? 7% U.S. Large Companies: The widely-quoted S&P 500 index of large company stocks rallied
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
With summer travel in high gear, what are the best travel reward credit cards for 2018? HOW DO YOU BEGIN TO EVALUATE A CREDIT CARD FOR TRAVEL BENEFITS? If you are selecting a new card ask, “What is the card’s ‘total value?’” Welcome bonus? Points earned after reaching minimum spending level (ex: $3,000). Travel