Usually when we financial planners speak of financial independence, we’re referring to “retirement.” However, I strongly believe that the range of financial decisions that come with attaining adulthood (often accompanied by graduation around the same time) are just as...
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How Long Should We Keep Financial Records?
With tax season behind us, a viewer asks, “How long should I keep my tax records?” Well, for that matter, let’s ask our Moneyman – Paul Fain, president of Asset Planning Corporation - how long should we keep all of our financial records? PAUL, LET’S START WITH TAX...
Financial Lessons From Game Of Thrones
The HBO smash series, Game of Thrones, is a medieval soap opera featuring dragons and knights and zombies, but our Moneyman – Certified Financial Planner Paul Fain – says the story has plenty of analogies to valuable financial lessons, this week on WBIR. PAUL, THIS...
How Can Parents Teach Saving And Investing Lessons?
This week, we’ve got another viewer question for our Moneyman, Paul Fain - president of Asset Planning Corporation. Wayne asks: “How can parents give their children a solid foundation in lifelong saving and investing?” PAUL, WAYNE RAISES A GOOD POINT, PARENTS ARE...
How Did Investments Perform In Quarter 1, 2019?
The first quarter of 2019 is in the books. How did your investments perform? Our Moneyman, Certified Financial Planner Paul Fain, reviews the Q1 tale of the tape. PAUL, LAST YEAR WAS FORGETTABLE FOR INVESTORS, HOW ARE WE FARING SO FAR IN 2019? Best Quarter in a...
Dear Brother and Sister…
Dear Brother and Sister, Recently, I was fortunate enough to be able to attend the Caring and Coping caregiver workshop put on by Alzheimer’s Tennessee. I want to share with you some of the things I learned. We have to learn to live in her reality now. She is not...
Caregivers: Don’t Forget To Invest In Your Own Health
If you are caring for a loved one with dementia, Alzheimer’s or another illness, taking care of yourself is one of the most important things you can do for them and you. Being a caregiver can take so much out of you mentally, physically, and emotionally, but there are...
What are the 6 behaviors that predict future wealth?
What are the 6 behaviors that predict future wealth? Our moneyman, Certified Financial Planner Paul Fain, joins us now to share the traits of people who know how to build financial security. PAUL, LET’S DIVE IN, WHAT ARE SOME OF THE BEHAVIORS OF GOOD WEALTH CREATORS?...
Top 10 Scams that Target the Elderly
Criminals tend to choose the easiest targets and awareness is the first step to prevention. Here are the top 10 most common financial scams to watch for! 1. IRS Impersonation – Scammers claim an individual owes back taxes and penalties and threatens arrest or home...
What forms do I need to file my tax return?
INTRO: Tax season is in full swing and taxpayers are immersed in organizing their records and filing their returns. What forms do you need to have on hand to file an accurate tax return? Paul Fain, president of Asset Planning Corporation, joins us now with a guide to...