Featured in the Knoxville News Sentinel: May 29, 2018 How much is enough? Obviously, it is a subjective question. Enough to just get by? Or enough to be “comfortable?” According to a 2017 Charles Schwab survey, respondents said they would be financially comfortable...
financial planner
America Saves Week: Do you and your money care about the same things?
By Heather Marshall, CFPC, MPP; Educator, AAA Fair Credit Foundation/Utah Saves As the old adage goes “Actions speak louder than words.” On the topic in question, it is fair to say spending is an action that implies values. Which explains why the nature of...
Monday Money: Holiday Bonus
Holiday Bonuses The holidays often bring lots of cheer, festivities—and those much anticipated year-end bonuses. What is the best way to spend your holiday bonus? HOW GENEROUS ARE BUSINESSES TO THEIR EMPLOYEES OVER THE HOLIDAYS? Accounting Principles surveyed 500...
It’s Open Season on Employer Benefits
At the office, little strikes fear into the heart of employees like the annual open enrollment period for workplace benefits. It is a time of big decisions with significant financial impact. As seen on WBIR, Knoxville’s NBC affiliate station. WHAT EXACTLY IS “OPEN...
Knoxville News Sentinel: Who is in Your Life Gallery?
Years ago, I heard the late Tom Gunnels, a career insurance agent and author of the book "Keep Your Lights On," speak about the people in his life "gallery." Gunnels was referring to his parents, and to teachers, supervisors and friends, living or deceased, who had a...
Sunday Money: Protecting Online Accounts
WBIR: Cybersecurity poses a massive threat to all of us – consider the recent “WannaCry” ransomware attack. But most people have no idea what to do or how to fix it in a meaningful way. Certified Financial Planner Paul Fain joins us again this morning to talk about...
Continuing Wisdom
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,...
WBIR: Aging Baby Boomers: Costs in Retirement
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...
How to Select a Financial Planner
How to Select a Financial Planner "Yippee-Ki-Yay" Welcome to the Wild Wild West also known as the U.S. financial advice industry. There are approximately 300,000 financial advisors in the U.S. according to Cerulli Associates. And arguably, the number of people who...
WBIR: Making Sure You Are on Track with Savings
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...