financial advisor

Real Financial Planning or Wolf in Sheep’s Clothing?

“It just goes to show you, it's always something — if it ain't one thing, it's another.” real financial planning Remember Roseanna Roseannadanna? Gilda Radner’s Saturday Night Live character was the Weekend Update consumer affairs reporter with the catch phrase: “What...

How Did Investments Perform in the Second Quarter of 2019?

The second quarter of 2019 is in-the-books for investors…how did you do? Paul Fain, certified financial planner and president of Asset Planning Corporation, discusses the results for investors this week on WBIR. THE MONTH OF MAY WAS LOUSY, BUT HOW DID THE MARKET RALLY...

How Should I Invest? – 2019 Trends in Investing Survey

The “2019 Trends in Investing Survey” was published earlier this month in the Journal of Financial Planning. Our Money Man, Certified Financial Planner Paul Fain, joins us now to review the survey’s findings. ACCORDING TO THE SURVEY, WHAT ARE FINANCIAL ADVISERS...

Do You Need a Trust for Your Estate Plan?

Do I need a trust? Even if one’s financial life is fairly uncomplicated, whether you are 28 or 88 years old, everyone should have an estate plan for their stuff. But do you need a trust? Paul Fain, certified financial planner at Asset Planning Corporation, answers...

Should Bond Investments Be a Part of Your Portfolio?

Wondering if bond investments should be an integral part of your portfolio? Below are some common questions regarding investing in bonds. What are bonds? Bonds are simply IOUs. By buying a bond, you are in effect, making a loan.  In return, the borrower (or issuer)...

How Much Should You Save for College?

This morning we have a “viewer” question about 529 College Savings Plans…are they the best way to save for college? Let’s ask our Money Man, Certified Financial Planner Paul Fain.  PAUL, WE KNOW THAT COLLEGE IS EXPENSIVE, REALLY EXPENSIVE, WHAT IS THE CURRENT PRICE...

Trade War with China: Deal or No Deal?

Deal or No Deal? Let’s talk what everyone’s talking about, the trade war with China and tariffs. What is the bottom line –the impact on your money? Paul Fain, president of Asset Planning Corporation, joins us again this morning with your Sunday Money. PAUL, LET’S...

Can You Make A Social Impact With Your Investments?

You may have heard the term “Impact Investing” – which is a term for investing based on things like social or environmental values. While putting money into investments that do good is growing in popularity, is it smart for your money? Certified Financial Planner Paul...

Paying Off Student Loans vs Saving For Retirement

A viewer, Caitlin, asks: “I’m a recent college graduate, should I start saving for retirement or pay off my student loans?” Our moneyman, Paul Fain, president of Asset Planning Corporation, has the answer with 5 tips for your Sunday Money. PAUL, FOR NEW GRADUATES THIS...

What Is An IPO?

Facebook, Blue Apron, Pinterest, Lyft and Uber – what do they have in common? All of these companies made their stock available to investors in Initial Public Offerings, or IPOs. What is an IPO and should we invest in one? Certified Financial Planner Paul Fain...


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