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Asset Planning Corporation – Knoxville, TN
Financial planning and investment strategy
Asset Planning Corporation - Knoxville, TN
  • Home
  • ABOUT
  • SERVICES
  • MEET YOUR TEAM
    • PAUL K. FAIN, III, CFP®
    • JOE OTTAVIANO, CFP®, CKA®
    • SUZANNE W. HIMES, CFP®
    • KATHY PATTY, FPQP™
    • STEVE CARLSON
    • JONATHAN MCALISTER
    • RANDEE SCHOENIKE
  • FREE RESOURCES
  • CONTACT
  • BLOG
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    • ACCESS MY PORTAL
  • Home
  • ABOUT
  • SERVICES
  • MEET YOUR TEAM
    • PAUL K. FAIN, III, CFP®
    • JOE OTTAVIANO, CFP®, CKA®
    • SUZANNE W. HIMES, CFP®
    • KATHY PATTY, FPQP™
    • STEVE CARLSON
    • JONATHAN MCALISTER
    • RANDEE SCHOENIKE
  • FREE RESOURCES
  • CONTACT
  • BLOG
  • CLIENT PORTAL
    • ACCESS MY PORTAL

BLOG

Hate Insurance

Hate Insurance? 6 Reasons Why You Shouldn’t

Blog, Insurance PlanningBy Paul Fain, CFP®September 19, 2018

Do you hate insurance? You might want to rethink that stance. When it comes to insurance, we generally meet three types of clients: Clients who hate insurance, “it’s a waste of money!” Clients who are haphazardly insured. They may have coverage they don’t need, or can’t afford, or the wrong type or amount of insurance

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Financial Emergency

WBIR: Creating a Financial Emergency Kit

Current Events, General PlanningBy Paul Fain, CFP®September 17, 2018

Hurricane Florence made landfall on Friday and millions have been affected by this latest natural disaster. Our moneyman, Paul Fain, president of Asset Planning Corporation joins us now with the essential things to assemble a financial emergency kit for your household.     PAUL, ARE WE TALKING ABOUT A PHYSICAL KIT? Both physical and digital

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Landlord

WBIR: Are you Cut Out to be a Landlord?

General Planning, InvestingBy Paul Fain, CFP®September 10, 2018

The economic benefits of owning rental property may seem compelling but is real estate a good investment? And, are you landlord material? Certified Financial Planner, Paul Fain, joins us with the pros and cons of investing in real estate.   WHAT ARE THE TRAITS REQUIRED TO BE A GOOD LANDLORD? Enjoy home improvement projects (painting,

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Free Steak

Enjoying the free steak or being the mark in the room?

Blog, General Planning, InvestingBy Paul Fain, CFP®September 6, 2018

Featured in the Knoxville News Sentinel: August 29, 2018 Recently, a friend asked me to review a sales pitch for an alternative investment product. As he repeated the “Financial Adviser” sales terminology, I cringed.  Any time I hear words like “guaranteed” or “low risk” in the same sentence as “up to 8 percent return,” my

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Bull Market

WBIR: Is the current bull market on a boom or a bubble?

Blog, InvestingBy Paul Fain, CFP®September 4, 2018

The current bull market in stocks is the longest period of uninterrupted gains in American history. But investors wonder, is this a boom or a bubble? Paul Fain, president of Asset Planning Corporation, joins us to look at stock market cycles and your Sunday Money.   WHEN DID THIS BULL MARKET OFFICIALLY BEGIN? The run

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Unclaimed money

WBIR: Claiming the money you have left behind

Blog, Cash Flow Planning, General PlanningBy Paul Fain, CFP®August 31, 2018

If you have moved in recent years, is it possible that you left some money behind!? Millions of dollars are turned over annually to the Tennessee Department of Treasury’s unclaimed property division when owners cannot be located. Paul Fain, President of Asset Planning Corporation joins us to help you find free money this morning.  

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Good

Doing Good GIVES You a Tax Break! Part 3

Blog, Tax PlanningBy Joe Ottaviano, CFP®August 30, 2018

Doing Good GIVES You a Tax Break is a three-part series. Learn how being charitable can improve your tax situation in retirement! Watch Part 3 on Donor Advised Funds below. If you haven’t already, watch part 1 on Qualified Charitable Distributions here. To learn about a unique strategy for reducing the tax bill watch part 2 of the webinar series here. You can also check

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Pet Health Care

The cost of pet health care and my family’s love for Mabel

Blog, Cash Flow Planning, General PlanningBy Paul Fain, CFP®August 29, 2018

Featured in the Knoxville News Sentinel: August 21, 2018   Mabel is the youngest member of our family. She is 8 years old. We love her and she enthusiastically and unconditionally loves us. She is a dog. We bought Mabel on Craigslist – she is a 70-pound, mixed-breed. In July, Mabel began having violent seizures. As with many

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Tax Break

Doing Good GIVES You a Tax Break! Part 2

Blog, Tax PlanningBy Joe Ottaviano, CFP®August 28, 2018

Doing Good GIVES You a Tax Break is a three-part series. Watch Part 2 on Bunching below. If you haven’t already, watch part 1 on Qualified Charitable Distributions here. You can also check out our recent blog about Required Minimum Distributions (RMDs) for background information. Next time, we will learn about how Donor Advised Funds can be used

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Queen of Soul

WBIR: “You better think!” – The Queen of Soul Died without a Will

Blog, Estate PlanningBy Paul Fain, CFP®August 27, 2018

Aretha Franklin, The Queen of Soul, died on August 16th  at the age of 76 – she did not leave a will detailing her wishes for her assets.  What happens next to Ms. Franklin’s estate and what can WE learn from it?  Certified Financial Planner Paul Fain joins us again to look at your Sunday

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

Tel: 865.690.1231
Toll Free: 888.690.1231
Fax: 865.690.5224

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