financial planning

WBIR: What Do the Rising Interest Rates Mean?

WBIR: Finally…the Federal Reserve announced Wednesday that it was raising key interest rates for the first time in 9 years. But what does a rate increase mean for the typical family?  Joining us now with answers is Paul Fain, a Certified Financial Planner with Asset...

Helping Families Talk about Health Care Decisions

In honor of November as National Hospice Month, APC is promoting the importance of thinking and talking about health care decisions well in advance of a serious illness or accident that may lead to someone being cared for by hospice. Hospice offers relief from the...

6 Things to Update after Saying “I Do.”

Summertime wedding season is upon us! Amidst all of the event planning and celebration, it’s so important to review your financial, legal, and tax documents for any changes that might be needed. In working with our clients, I see in “real life” how important it is to...

Father Knows Best

I have three children ranging in ages from 16 to 24 years old. In other words, two of my kids are legal adults! Whoa! How does that impact our daily lives and our financial plan? The relationship between parent and child is of fundamental importance to U.S. society,...

Invest Like a Girl

While recently participating in a professional education conference, I attended a session on the subject of women and investing. Going into it, I expected a discussion around communication styles or financial planning needs that might be unique concerning female...

Socially Responsible Investing

Sustainable, responsible, and impact investing (SRI), which is a discipline that avoids or favors certain investments for moral or ethical reasons, has become big business, with an increasingly wide range of options for investors. SRI consists of three main parts:...

Investing in Human Capital

It’s always a “smart” investment strategy... When trying to establish an individual’s net worth, most people think first and foremost about financial capital—how much someone’s house is worth or how much money he or she has in the bank. There is, however, a second...

Savings—It’s an Emergency!

How is your nest egg? If you do not have the savings that you want to have and/or do not have a plan to get there, perhaps a different approach is in order. It has occurred to me that whenever there is an emergency we drop everything else and focus on that event or...

Say What? What does all that economic jargon really mean?

With the debate over the U.S. government debt, the debt woes in the Eurozone, and talk of a double-dip recession--not to mention protestors camping out on Wall Street--suddenly fairly complex economic issues are showing up in the mainstream news. In our own...


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