Here’s how to develop a gold-medal financial plan in 2021 | Paul Fain, CFP® This summer, I have taken up competitive swimming (for folks over age 50). As a rookie, I never realized how many components are involved in a gold-medal performance. For example, Olympic swimmers have excellent stroke technique, strength, endurance; as well as,
A Broken Record | Randee Schoenike As our children enter adulthood, we hope they remember all the conversations we had about personal finances. Many financial gurus have written about the principles of financial wellness in their how-to books. The five big ones we always return to with our children are: Always spend less than
Top Ten Summer Vacation Tips | Kathy Patty, FPQP® Spring is here, and summer is just around the corner. Here are my favorite tips to help you plan a budget-friendly vacation. Know how much can you afford and set a budget. Put a little back each month into a savings account automatically. Research, research,
New Baby in the Family? Here’s Some Financial Advice | Paul Fain, CFP® In the midst of much trial and tribulation around our country, can I share a personal story on the lighter side of life? I’m a first-time grandpa. This experience is good beyond my imagination – all the joy with none of the
Here’s a Merry Approach to Mortality | Paul Fain The holidays (normally) conjure warm images of large family gathering with dinners, gift exchanges, and merriment. The holidays are different this year. As the COVID pandemic is filling ICUs across the country, our mortality has entered the national conversation. With that in mind, here’s a seemingly macabre
Christmas Giving Tips and Tricks | Team APC I love Christmas. I love the Christmas cookies and food. I love Christmas lights. I love watching Christmas movies. I love decorating my house to the most extreme. Most importantly, I love giving gifts to the people that I love in celebration of the best gift
Risky Business | Suzanne Himes, CFP® Why do we talk so much about risk assessment? The financial markets are always reacting to a variety of global events and this volatility can be unnerving for individual investors, especially if investing without first understanding one’s personal risk profile. So, how do you begin to decide how much
What Should I Do With My Money? It Depends… | Paul Fain, CFP® From the perspective of personal financial planning, the answer to many of life’s complexities is, “It depends.” Of course, we all prefer black and white answers to important questions. But “It depends” fails to give us any certainty of outcomes. Here are
The Power of Giving | Jonathan McAlister “Give a man a fish, and you feed him for a day. Teach a man to fish, and you feed him for a lifetime”. In my time at Asset Planning Corporation, I have seen this quote above lived out by my coworkers. I have seen them give
What you think you know, but you didn’t until you needed it… by Kathy Patty For the past few years, I have been taking care of my mom. In July of 2017, she fell and broke her hip and was in rehabilitation for two months. Then about six months later, our family noticed her