More than half of pre-retirees expect to continue working in retirement, but, how many retirees actually continue to work? Our moneyman, Certified Financial Planner Paul Fain joins us again to review your money and your future. PAUL, WITH PEOPLE LIVING LONGER IT...
WBIR
WBIR: Handling Finances on Vacation
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...
WBIR: Save for Retirement or Pay Off Student Loans?
Millennials—the generation of Americans born between 1982 and 2000—now outnumber Baby Boomers. Many in this younger generation are tackling a dilemma few before them have had to face: Save for retirement or pay off student loans? Paul Fain, President of Asset...
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: Rules for Financial Success
What if you could post some “Rules for Financial Success” on your refrigerator…what would those rules be? Well, our moneyman, Certified Financial Paul Fain has some ideas. PAUL WHAT IS THE FIRST RULE FOR SUCCESS THAT WE ARE GOING TO POST ON THE FRIDGE? Things...
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: Perks of Being a Stockholder
Fun Facts about Stock Ownership Owning shares of stock in a company makes you an owner of that company and some companies treat their shareholders like real owners - giving them discounts and rewards on products and services. HERE ARE SOME EXAMPLES OF SHAREHOLDER...
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...