This week on Sunday Money we’ve got a viewer question for our moneyman, Certified Financial Planner™ Paul Fain, from Jim: Don’t know if you have ever discussed this but what about your thoughts on a reverse mortgage? I’m not a fan and would never do it but someone...
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Estate Planning Basics
According to a recent survey from Caring.com, six in ten American adults do not have a will or living trust. Just what is an “estate plan?” Certified Financial Planner Paul Fain joins us again with your Sunday Money. WHY DO SO MANY PEOPLE IGNORE ESTATE PLANNING? The...
Tips for Millennials Filing Their Taxes
Millennials fear their taxes. Four out of every five young adults say they worry about making a mistake on their 1040. We continue with more tax tips this week from our Moneyman, Paul Fain, president of Asset Planning Corporation. DO MILLENNIALS FACE A DIFFERENT TAX...
What You Need to Know About Preparing Your Taxes
With tax preparation in full season before the April 15th filing deadline, taxpayers might be shocked by the bottom line on their tax return. Our MoneyMan Paul Fain, president of Asset Planning Corporation, joins us now with some tax advice for your personal financial...
6 Tips for Planning a Successful Retirement
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:...
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...
How to Stay Calm During Market Downturns
Many global stock markets are approaching “bear market” territory, meaning a decline of 20%. Volatility, as measured by the VIX index (pronounced vicks), is at its highest level in the last 5 years, so many investors are worried. Are you? Certified Financial Planner...
3 Easy Ways to Stick with Your 2019 Budget
Every January people come up with their New Year’s resolutions. According to NBC, only 8% of people accomplish those resolutions. When we think of budgeting, we usually think of financial constraints. If we reframe the idea positively, we can see that a budget is...
A Dozen Financial Life Lessons as 2018 Wraps Up
From Thanksgiving to the New Year, we often pause to give more charitably, to express our gratitude, and to reflect on life lessons learned. The life lessons resounding in my mind play like a Jim Croce song, “You don't tug on Superman's cape. You don't spit into the...
How to Give a Financial Christmas Gift
Americans spend an average of $1,000 during the gift-giving season, according to the National Retail Federation. While there’s nothing wrong with the proverbial tie or toy, there are also financial gifts that can literally keep on giving. Certified Financial Planner...