Sunsets can be beautiful whether viewed from your back porch or from Mallory Pier on Key West. Somehow, however, I missed the memo on the wonder of sunrises. My family members are typically night owls but last weekend, after an unusually long and welcomed night of...
Blog
Sunday Money: Millennials and Early Retirement
Millennials are striving for early retirement. However, economic issues and longer life expectancy present significant challenges to this ambitious goal! Certified Financial Planner, Paul Fain, discusses saving and investing for retirement…someday! PAUL, WHAT IS...
Sunday Money: Disinheritance
WBIR: Has someone in the family gotten on your bad side!? Well…you could always disinherit them! Understandably, disinheriting an individual from your will can be a difficult decision. Should you? Could you? Certified Financial Planner Paul Fain joins us now to...
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...
Knoxville News Sentinel: Simple Steps to Help Graduates Become Millionaires
Here is the opening line of the college commencement address no one has invited me to give: “You are worth $3 million and the checks will start arriving in your bank account within months.” The new 2017 graduates would have no understanding of how my seemingly...
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...
Knoxville News Sentinel: Old Age is Not for Sissies
On a typical Easter weekend, we travel to the Tri-Cities to visit relatives. One particularly sweet soul that we enjoy seeing is Aunt Naomi. She is almost 90 years old and living independently. “All I do is pay bills and check stuff,” she said last weekend: Is the...
WBIR: Trump’s Tax Reform Plan
President Trump has introduced his tax reform plan and it appears that it will benefit most U.S. households but how will it affect YOUR money? Paul was recently interviewed by NBC’s Knoxville affiliate, WBIR: VIDEO BELOW PAUL, WHAT ARE SOME OF THE MAIN PROVISIONS OF...
WBIR: Save Money by Going Green
Earth Day aims to raise awareness of ways to lessen our impact on the environment. But what about your wallet? Here are some ways to raise some green from going green. WHAT ARE SOME EASY WAYS THAT GOING GREEN CAN HELP SAVE SOME MONEY? Unplug: Phantom power – the...