Merry Christmas! Yes, we said Christmas – believe it or not it is time to get your finances ready for holiday madness! Paul Fain, Certified Financial Planner and President of Asset Planning Corporation, shares some money tips to prepare us for the holiday season. YOU CAN NEVER START EARLY ENOUGH WITH HOLIDAY PLANNING, CAN YOU?
What is the “cost basis” of an investment? Do I need to keep this information for both taxable and tax-deferred accounts? Paul Fain, Certified Financial Planner and President of Asset Planning Corporation answers these questions this week on WBIR. WHAT IS COST BASIS? It is your total contribution into an investment: a stock, bond, mutual
So your freshman has started college! Bankrate.com recently conducted a survey to rank the best and worst college majors for students. Certified Financial Planner Paul Fain, President of Asset Planning Corporation, talks about where the money is at for future graduates this week on WBIR. BANKRATE LOOKED AT 162 COLLEGE MAJORS, BUT WHAT WAS THEIR
The National Retail Federation recently released a survey detailing back to school spending for the 2019 school year. Certified Financial Planner Paul Fain, President of Asset Planning Corporation, summarizes how much we are spending this year and the impact on our budgets this week on WBIR. WITH AREA SCHOOLS AND COLLEGES STARTING THIS MONTH, AMERICAN
It’s estimated that only 5% of people in the United States are millionaires. But there are plenty of other ways to live a wealthy life that extend beyond how much money you have in the bank. Certified Financial Planner Paul Fain answers the question “does money equal happiness?” and discusses how to live a wealthy
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