Saving for future education expenses is one of the most common financial goals. Whether the beneficiary is a child, a grandchild, or other family member. The preferred “vehicle” for those savings – the type of account – has certainly changed with tax laws and times....
financial plan
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...
WBIR: Making Sure You Are on Track with Savings
Are you on track to achieve your goals? In other words, have you saved enough? And, how do you know how much is enough? Use the following guidelines to give yourself a Savings Check-up. Even though the economy has been doing better, many people are still financially...
America Saves Week is Here!
America Saves Week is a national effort to set a savings goal, make a savings plan, and save automatically. It all starts when you make a commitment to yourself to save. Are you saving for the right things? Just like your car needs a tune-up, and just like you need...
Knoxville News Sentinel: How to Move Pending to Progress
Do you have a “pending” file? How long have some of those actions been pending? How many relate to your personal financial plan? Consider the synonyms for “pending": unresolved, unsettled, up in the air, on ice, unfinished, on the back burner. I don’t know about you,...