Do you hate insurance? You might want to rethink that stance. When it comes to insurance, we generally meet three types of clients: Clients who hate insurance, “it’s a waste of money!” Clients who are haphazardly insured. They may have coverage they don’t need, or can’t afford, or the wrong type or amount of insurance
Doing Good GIVES You a Tax Break is a three-part series. Learn how being charitable can improve your tax situation in retirement! Watch Part 3 on Donor Advised Funds below. If you haven’t already, watch part 1 on Qualified Charitable Distributions here. To learn about a unique strategy for reducing the tax bill watch part 2 of the webinar series here. You can also check
Featured in the Knoxville News Sentinel: August 21, 2018 Mabel is the youngest member of our family. She is 8 years old. We love her and she enthusiastically and unconditionally loves us. She is a dog. We bought Mabel on Craigslist – she is a 70-pound, mixed-breed. In July, Mabel began having violent seizures. As with many
Doing Good GIVES You a Tax Break is a three-part series. Watch Part 2 on Bunching below. If you haven’t already, watch part 1 on Qualified Charitable Distributions here. You can also check out our recent blog about Required Minimum Distributions (RMDs) for background information. Next time, we will learn about how Donor Advised Funds can be used
Learn how being charitable can improve your tax situation in retirement! Doing Good GIVES You a Tax Break is a three-part series. Watch Part 1 on Qualified Charitable Distributions below. You can also check out our recent blog about Required Minimum Distributions (RMDs) for background information. Join us next time to learn about a unique strategy to
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
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,
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
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
Han Solo is back on the big screen this summer but here on the small screen, our moneyman Paul Fain has FIVE Star Wars lessons for becoming a Financial Planning Jedi. I GUESS WE HAVE START WITH…“MAY THE FORCE BE WITH YOU” Exactly! The Force encompasses everything. Likewise, a good financial plan is HOLISTIC,