Uneasy Investors Should Focus On What They Can Control Paul Fain, CFP® Current events remind me of a rip current at the beach. Once swept into it, you have two choices: 1) fight against the undertow and risk a bad outcome; or 2) go with the flow until you are carried to calmer, more predictable…
Do Your Homework Before Hiring a Financial Professional Paul Fain, CFP® So you need financial advice. Where will you get it? Often a specific event or a long-term need will trigger the search for professional guidance. Furthermore, you may not have the expertise, the time or the desire to research, plan or manage certain aspects…
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…
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…
As most people continue to review and organize their finances at the beginning of a new year, what are the essential elements of a Personal Financial Plan? Paul Fain, president of Asset Planning Corporation joins us now with the 6 steps toward financial planning success! WHAT ARE THE FIRST STEPS IN DEVELOPING A FINANCIAL…
Many global stock markets are approaching “bear market” territory, meaning a decline of 20%. Volatility, as measured by the VIX index (pronounced vicks), is at its highest level in the last 5 years, so many investors are worried. Are you? Certified Financial Planner Paul Fain has three things to focus on during a crazy market.…
At the end of Dicken’s classic tale, even Ebenezer Scrooge tipped the young boy sent to fetch the prize turkey. But it’s a common question during the holiday season: who gets a Christmas tip and how much should I give them? Our resident Scrooge, moneyman Paul Fain joins us again to look at your Sunday…