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Asset Planning Corporation – Knoxville, TN
Financial planning and investment strategy
Asset Planning Corporation - Knoxville, TN
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  • MEET YOUR TEAM
    • JOE OTTAVIANO, CFP®, CKA®
    • PAUL K. FAIN, III, CFP®
    • SUZANNE HORNICK, CFP®
    • KATHY PATTY, FPQP™
    • ADAM KORNEGAY
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  • Home
  • ABOUT
  • SERVICES
  • MEET YOUR TEAM
    • JOE OTTAVIANO, CFP®, CKA®
    • PAUL K. FAIN, III, CFP®
    • SUZANNE HORNICK, CFP®
    • KATHY PATTY, FPQP™
    • ADAM KORNEGAY
    • STEVE CARLSON
    • JAMES MORTON
    • RANDEE SCHOENIKE
  • FREE RESOURCES
  • CONTACT
  • BLOG
  • Astute Subscriber

BLOG

How Long Should We Keep Financial Records?

Blog, General PlanningBy Paul Fain, CFP®April 29, 2019

With tax season behind us, a viewer asks, “How long should I keep my tax records?” Well, for that matter, let’s ask our Moneyman – Paul Fain, president of Asset Planning Corporation – how long should we keep all of our financial records? PAUL, LET’S START WITH TAX RETURNS, HOW LONG DO WE NEED TO

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Financial Lessons From Game Of Thrones

Blog, Current Events, General PlanningBy Paul Fain, CFP®April 22, 2019

The HBO smash series, Game of Thrones, is a medieval soap opera featuring dragons and knights and zombies, but our Moneyman – Certified Financial Planner Paul Fain – says the story has plenty of analogies to valuable financial lessons, this week on WBIR.   PAUL, THIS SHOULD BE FUN, WHAT IS YOUR #1 FINANCIAL LESSON

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How Can Parents Teach Saving And Investing Lessons?

Blog, General Planning, InvestingBy Paul Fain, CFP®April 15, 2019

This week, we’ve got another viewer question for our Moneyman, Paul Fain – president of Asset Planning Corporation.  Wayne asks: “How can parents give their children a solid foundation in lifelong saving and investing?” PAUL, WAYNE RAISES A GOOD POINT, PARENTS ARE SUPPOSED TO TEACH LIFE LESSONS… He does: “we teach our kids so many

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How Did Investments Perform In Quarter 1, 2019?

Blog, Current Events, InvestingBy Paul Fain, CFP®April 8, 2019

The first quarter of 2019 is in the books. How did your investments perform? Our Moneyman, Certified Financial Planner Paul Fain, reviews the Q1 tale of the tape. PAUL, LAST YEAR WAS FORGETTABLE FOR INVESTORS, HOW ARE WE FARING SO FAR IN 2019? Best Quarter in a Decade: U.S. Stocks       14% Foreign

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Dear Brother and Sister…

Blog, Current Events, Elder Care PlanningBy Kathy PattyApril 3, 2019

Dear Brother and Sister, Recently I was fortunate enough to be able to attend the Caring and Coping caregiver workshop put on by Alzheimer’s Tennessee. I want to share with you some of the things I learned. We have to learn to live in her reality now. She is not going to remember what she

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Caregivers: Don’t Forget To Invest In Your Own Health

Blog, General PlanningBy Maeve SmithMarch 26, 2019

If you are caring for a loved one with dementia, Alzheimer’s or another illness, taking care of yourself is one of the most important things you can do for them and you. Being a caregiver can take so much out of you mentally, physically, and emotionally, but there are things you can do to reduce

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What are the 6 behaviors that predict future wealth?

Blog, General Planning, InvestingBy Paul Fain, CFP®March 25, 2019

What are the 6 behaviors that predict future wealth? Our moneyman, Certified Financial Planner Paul Fain, joins us now to share the traits of people who know how to build financial security.   PAUL, LET’S DIVE IN, WHAT ARE SOME OF THE BEHAVIORS OF GOOD WEALTH CREATORS? 1.      Planning: Goal-setting and future orientation. 2.      Responsibility:

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Top 10 Scams that Target the Elderly

Blog, Current Events, General PlanningBy Kathy PattyMarch 21, 2019

Criminals tend to choose the easiest targets and awareness is the first step to prevention. Here are the top 10 most common financial scams to watch for!   1. IRS Impersonation – Scammers claim an individual owes back taxes and penalties and threatens arrest or home foreclosure unless the person pays immediately.   2. Robocalls

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What forms do I need to file my tax return?

Blog, Tax PlanningBy Paul Fain, CFP®March 18, 2019

INTRO: Tax season is in full swing and taxpayers are immersed in organizing their records and filing their returns. What forms do you need to have on hand to file an accurate tax return? Paul Fain, president of Asset Planning Corporation, joins us now with a guide to commonly used IRS tax forms.   PAUL

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Social Security

When should you apply for Social Security retirement benefits?

Blog, Retirement Planning, Tax PlanningBy Paul Fain, CFP®March 11, 2019

A viewer asks, “When is the best time to start taking Social Security?” Our moneyman, Certified Financial Planner™ Paul Fain joins us now with answers.   PAUL, MAYBE WE SHOULD START BY REVIEWING THE EARLIEST AND THE LATEST THAT YOU CAN START SOCIAL SECURITY BENEFITS… Age 60:        Widow/Widower Age 62:        Reduced normal benefit

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234 S. Peters Road, Suite 102
Knoxville, TN 37923

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