Our legacies are so much more than money. One of my sons recently got married. It was a beautiful event, and it got me reflecting on my own experiences when I was in my thirties. At that age, as a young husband, father and budding financial planner, did I make good...
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6 Simple Steps You Should Take for Financial Success
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...
Ten Questions to Ask a Prospective Financial Advisor
If you are on Google searching for a financial advisor, what are you really looking for? An independent financial adviser? Wealth management? Investment advice? An asset manager? Financial advice? A financial advisor near me? Retirement planning? The best asset...