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
Featured in the Knoxville News Sentinel: June 19, 2018 Recently, I have been having mixed feelings about social media: Instagram, Facebook, Twitter, i.e., what are the positive and negative contributions to my overall well-being? On the positive side, it is often uplifting to follow current events in the lives of friends and family members (births,
Fun Facts about Stock Ownership Owning shares of stock in a company makes you an owner of that company and some companies treat their shareholders like real owners – giving them discounts and rewards on products and services. HERE ARE SOME EXAMPLES OF SHAREHOLDER PERKS… Kimberly Clark and 3M: Gift boxes with an