If you ever have the opportunity to travel abroad, such as a visit to Europe, how should you handle money…cash or credit card? What about exchange rates? And security? Paul Fain, president of Asset Planning Corporation, joins us with some international travel tips for...
certified financial planner
WBIR: Budgeting for Health Care During Retirement
Health care costs are rapidly emerging as a major expense item both before and during retirement. So how can you prepare a budget for health care costs in retirement? A PERSON’S HEALTH REALLY IMPACTS THEIR RETIREMENT SPENDING. Health status: There are controllable and...
WBIR: Halfway Review of Financial Portfolio
At mid-year, how are your investments doing and what should we expect for the remainder of the year? Certified Financial Planner Paul Fain reviews your portfolio. PAUL, LET’S START WITH STOCK INVESTMENTS…HOW DID THE FIRST HALF OF THE YEAR GO? 7% U.S. Large...
WBIR: Best travel rewards credit cards for 2018
With summer travel in high gear, what are the best travel reward credit cards for 2018? HOW DO YOU BEGIN TO EVALUATE A CREDIT CARD FOR TRAVEL BENEFITS? If you are selecting a new card ask, “What is the card’s ‘total value?’” Welcome bonus? Points earned after reaching...
WBIR: How to be a Financial Jedi
Han Solo is back on the big screen this summer but here on the small screen, our moneyman Paul Fain has FIVE Star Wars lessons for becoming a Financial Planning Jedi. I GUESS WE HAVE START WITH…“MAY THE FORCE BE WITH YOU” Exactly! The Force encompasses...
WBIR: Memorial Day
On Memorial Day we honored the fallen heroes that have served and sacrificed for our country. How was our economy influenced by military conflict? STARTING WITH WORLD WAR II (1941-45), HOW DID IT IMPACT OUR ECONOMY AND AMERICAN FAMILIES? World War II pulled us out of...
WBIR: Wedding Season
It is wedding season! Along with marital bliss, get out your checkbook, just ask the Royal Family! SO INQUIRING MINDS WANT TO KNOW, THE ROYAL WEDDING RIVETED THE WORLD, WHAT DID IT COST? The royal wedding of Prince Harry and Meghan Markle cost an estimated...
WBIR: Saving for Retirement
ARE YOU ON TRACK? SAVING FOR RETIREMENT Would you believe that one in six Millennials has already saved $100,000? How much should YOU have saved to be ready for retirement? THAT FIGURE FOR MILLENNIALS IS SURPRISING… Some people in their 20s are strong savers! Lack of...
WBIR: Preparing for Expected and Unexpected Events
Aging is a natural process but not without its challenges. Families need to prepare for expected and unexpected events. WHAT ARE SOME OF THE EXPECTED EVENTS AS WE AGE? Vision loss Hearing loss Mobility loss WHAT ARE SOME OF THE UNEXPECTED EVENTS THAT COULD OCCUR?...
WBIR: What are people’s top financial interests?
Certified Financial Planner Paul Fain, recently polled his Facebook contacts: “During Financial Literacy Month, what financial topics interest you most?” The following is a sample of the responses: How do the new tax laws affect a self-employed person? Simpler tax...