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…
Joy. Gratitude. Contentment. These words often seem alien to modern life in America. “Discontentment” is a multibillion-dollar industry. “Advertisers get discontentment,” writes Annie Leigh Edwards for The Grit and Grace Project, an online magazine and podcast. If I had … if I could … if I was … are like sand in our eyes, an…
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…
What happens to bank checking and deposit accounts when a loved one passes away? Is it a big concern for heirs? Certified Financial Planner Paul Fain joins us again to talk about your Sunday Money and 4 steps to get your accounts in order before your final day. THIS IS POTENTIALLY A BIG…
Family. One of, if not the most, important part of your life. We love them dearly and would do anything for them—help them study for a big test, throw them a graduation party, help them with the down payment of their first house, etc. The list is endless. And yet, we seldom consider helping them…
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…
Last week was very volatile in the world of finance. Certified Financial Planner Paul Fain narrates the highs and lows of the first week of 2019. LET’S START WITH THE GOVERNMENT SHUTDOWN, HOW DOES IT IMPACT THE STOCK MARKET? Generally causes a DOWNTURN. It is negative. Historically, the downturn is TEMPORARY and bounces right…
From Thanksgiving to the New Year, we often pause to give more charitably, to express our gratitude, and to reflect on life lessons learned. The life lessons resounding in my mind play like a Jim Croce song, “You don’t tug on Superman’s cape. You don’t spit into the wind. You don’t pull the mask off…