I am grateful every day that I work in a firm culture that both encourages and supports continuing education at every level. As a financial planning professional, I have specific requirements for continuing education that must be met to maintain my CFP® designation, and there are certainly many ways to get those credits. APC’s culture…
You’ve been busy raising your children and saving for college and now you are helping your aging parents! It may be difficult to set aside money for your own future — planning for retirement is tough but figuring out how much money you’ll need for health care is even tougher. BABY BOOMERS SAY THEY…
On a typical Easter weekend, we travel to the Tri-Cities to visit relatives. One particularly sweet soul that we enjoy seeing is Aunt Naomi. She is almost 90 years old and living independently. “All I do is pay bills and check stuff,” she said last weekend: Is the door locked? Did I leave the water…
Earth Day aims to raise awareness of ways to lessen our impact on the environment. But what about your wallet? Here are some ways to raise some green from going green. WHAT ARE SOME EASY WAYS THAT GOING GREEN CAN HELP SAVE SOME MONEY? Unplug: Phantom power – the electricity your electronics draw costs…
Are you on track to achieve your goals? In other words, have you saved enough? And, how do you know how much is enough? Use the following guidelines to give yourself a Savings Check-up. Even though the economy has been doing better, many people are still financially vulnerable, i.e., living paycheck to paycheck. According…
With spring in bloom, we are also entering wedding season! Getting married is truly a family affair when it comes to figuring out how to pay for it! WEDDINGS CAN BE EXPENSIVE… The average Tennessee wedding typically costs between $20,000 to $30,000. A Manhattan wedding’s average cost is $82,000! LET’S BREAK IT DOWN,…
Beginning in 1993, the Financial Planning Association (FPA) has annually given the P. Kemp Fain, Jr. Award to an individual who has made remarkable contributions to the profession of financial planning in the areas of service to society, academia, government, and professional activities, as well as, upholds the FPA’s Core Values of competence, integrity, relationships,…
America Saves Week is a national effort to set a savings goal, make a savings plan, and save automatically. It all starts when you make a commitment to yourself to save. Are you saving for the right things? Just like your car needs a tune-up, and just like you need your annual physical, your checkbook needs…
Do you have a “pending” file? How long have some of those actions been pending? How many relate to your personal financial plan? Consider the synonyms for “pending”: unresolved, unsettled, up in the air, on ice, unfinished, on the back burner. I don’t know about you, but unresolved financial matters in my life are a leak…
It is one of the most vexing questions in day-to-day money management…how much should I tip? It’s not always clear how much we should tip – or IF we should tip. Here’s a Q&A on the topic with Certified Financial Planner Paul Fain: PAUL, GIVE US A PRIMER ON MODERN TIPPING ETIQUETTE – AFTERALL WE…