Financial Resilience Requires Planning Paul Fain, CFP® With approximately nine weeks remaining in the year, it is an opportune time to review your personal financial plan. I encourage you to take a “financial resilience” self-audit. Is your financial plan ready for the unexpected? Are you prepared for future shocks? Building financial resilience into your life…
For Effective Planning, Learn Your Retirement Income Style Paul Fain, CFP® It is a critical question affecting one-third of your lifespan: What is your retirement income style? There is not a “right” way to generate a retirement income. The key is knowing your preferences. For example, do you prefer the stability of a guaranteed income…
Following These Steps Can Lead You to Financial Freedom Paul Fain, CFP® What is financial freedom? The answer is a slightly different picture for everyone. But there are some common characteristics. According to Dr. Brad Klontz, Psy.D., CFP and an expert in financial psychology, “What we want to focus on is that financial freedom…
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…