Looking for creative ways to save this holiday season? There are several approaches you can take to planning for the holidays. Budget vs. no budget Gifts for everyone, gifts for only immediate family, drawing names from a hat, or no gifts at all. Purchasing gifts vs....
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How are Midterm Elections Impacting My Investments?
The financial focus of the week is, how will the midterm elections impact your stock investments? WHICH STOCKS ARE THE WINNERS IF WE HAVE THE EXPECTED OUTCOME? Democrats take House, GOP keeps Senate Overall stock market: Modestly bullish Winners: Drug stocks, defense...
Is Technology Addiction Making Us Stupid?
Smartphones and other gadgets allow us to read the news, watch a football game and even track our investments anytime, and nearly anywhere. We’re always multitasking, or moving from one bit of information to the next. With that in mind, Certified Financial Planner...
Midterm elections, trick or treat?
With stocks in a recent slump, there is growing fear that November's midterm elections are going to generate new chaos in the investment markets. Will the Democrats take over Congress and the Senate? If so, will they immediately begin impeachment proceedings against...
So you won the lottery… what do you do next?
Knoxville — So you've just won the lottery. It's time to cash in, but going from your normal income to having millions can be a little intimidating. That's why experts say you need some help. "Have a team in place -- almost like a personal board of directors," said...
Choosing the Right Long-Term Care for You
In the financial planning process, we always touch on the potential for long-term care needs, and the financial impact of increased health care costs over an extended period of time. We usually incorporate long-term spending goals for insurance premiums or for...
How to Stop Spending Your Retirement Savings on Adult Children
A recent study found that parents are spending twice as much on adult children than they save for their own retirement. Where is the money going? Where is it coming from? And, is there a better way? Our moneyman Paul Fain, president of Asset Planning Corporation,...
The Trend is Your Friend! 2018 Investment Review
If you believe that “the trend is your friend,” then perhaps the U.S. stock market is in for a good fourth quarter. Despite some market volatility last week, stocks are in positive territory for the year. Certified Financial Planner Paul Fain joins us again with a...
How to Choose the Right Financial Planner
The Financial Planning Association recently bestowed its lifetime achievement award, the P. Kemp Fain Jr. Award, to Harold Evensky, a Certified Financial Planner and professor of financial planning at Texas Tech University. Here are our tips on how to select the right...
Are You Confident this Enrollment Season?
For most workplaces, the month of October is the Annual Benefits Enrollment period. It's an opportunity for eligible employees to enroll in or make changes to benefit plans for the upcoming year. Open Enrollment provides you the opportunity to make changes to...