What do real financial planners study? A few weeks ago, I was on the organizing task force of the Financial Planning Association’s Retreat Conference. Five certified financial planners from Tennessee were among the 400 attendees described as the “Thinkers, Thought Leaders & Change Makers” of the financial planning profession. The opening keynote address was a…
Over the past few months, several investor lawsuits have made headlines in the Knoxville area. How can you avoid making bad investments? What are the right questions to ask before writing a check to a financial advisor? Our moneyman Paul Fain, president of Asset Planning Corporation, joins us again with tips to protect your money.…
What does the term “long-term investing” really mean? How long is long-term? One of my favorite clients, Jim, just turned 95-years old. He is sharp as a tack. He is a patient, humble, and gracious man. He is definitely a “long-term” investor. When he was born in 1924, the Dow Jones Industrial Average (Dow) stock…
This week on Sunday Money we’ve got a viewer question for our moneyman, Certified Financial Planner™ Paul Fain, from Jim: Don’t know if you have ever discussed this but what about your thoughts on a reverse mortgage? I’m not a fan and would never do it but someone that may be in financial difficulty might…
According to a recent survey from Caring.com, six in ten American adults do not have a will or living trust. Just what is an “estate plan?” Certified Financial Planner Paul Fain joins us again with your Sunday Money. WHY DO SO MANY PEOPLE IGNORE ESTATE PLANNING? The two main reasons that people ignore…
Millennials fear their taxes. Four out of every five young adults say they worry about making a mistake on their 1040. We continue with more tax tips this week from our Moneyman, Paul Fain, president of Asset Planning Corporation. DO MILLENNIALS FACE A DIFFERENT TAX SITUATION THAN MOST FILERS? Yes in some…
With tax preparation in full season before the April 15th filing deadline, taxpayers might be shocked by the bottom line on their tax return. Our MoneyMan Paul Fain, president of Asset Planning Corporation, joins us now with some tax advice for your personal financial plan. IN GENERAL, DO MOST TAXPAYERS UNDER- OR OVER-WITHHOLD…
Joy. Gratitude. Contentment. These words often seem alien to modern life in America. “Discontentment” is a multibillion-dollar industry. “Advertisers get discontentment,” writes Annie Leigh Edwards for The Grit and Grace Project, an online magazine and podcast. If I had … if I could … if I was … are like sand in our eyes, an…
What steps can you take to kick-start your successful retirement planning in 2019? Certified Financial Planner Paul Fain joins us now with 6 moves to make right now! WHAT ARE THE FIRST STEPS TO BOOST OUR SUCCESSFUL RETIREMENT PLANNING? Boost retirement contributions: The maximum annual 401(k) contribution limit is $19,000. If that’s not…
If you are on Google searching for a financial advisor, what are you really looking for? An independent financial adviser? Wealth management? Investment advice? An asset manager? Financial advice? A financial advisor near me? Retirement planning? The best asset management team in Knoxville, Maryville or Oak Ridge? We think what you are really looking for…