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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
    • PAUL K. FAIN, III, CFP®
    • JOE OTTAVIANO, CFP®, CKA®
    • SUZANNE W. HIMES, CFP®
    • KATHY PATTY, FPQP™
    • STEVE CARLSON
    • KEVIN MILLER
    • RANDEE SCHOENIKE
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Astute Adviser
  • Home
  • ABOUT
  • SERVICES
  • MEET YOUR TEAM
    • PAUL K. FAIN, III, CFP®
    • JOE OTTAVIANO, CFP®, CKA®
    • SUZANNE W. HIMES, CFP®
    • KATHY PATTY, FPQP™
    • STEVE CARLSON
    • KEVIN MILLER
    • RANDEE SCHOENIKE
  • FREE RESOURCES
  • CONTACT
  • BLOG
  • CLIENT PORTAL
    • ACCESS MY PORTAL

BLOG

Technology

Knoxville News Sentinel: The Hidden Costs of Social Media

Blog, Current Events, MillennialsBy Paul Fain, CFP®January 30, 2018

Let’s forget the stock market for a moment. The events of our daily lives, not Wall Street, may determine our financial security or ruin. Let’s just suppose, your teenage student has a grudge against a high school teacher and begins a smear campaign on social media. Due to the false statements and following public humiliation and

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Inflation

Sunday Money: Inflation

Blog, Current Events, General PlanningBy Paul Fain, CFP®January 23, 2018

Iiiiittt’ssss baaack.  We are talking inflation today on Sunday Money– U.S. consumer prices recorded their largest increase in 11 months in December 2017 bolstering expectations that inflation will accelerate this year.   WHAT IS BEHIND THE RECENT UPTICK IN INFLATION DATA? Increases in demand and sales typically leads to rising prices: Housing rents. Car sales.

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2018 budget

Happy New (Budget) Year!!

Blog, Cash Flow Planning, Current EventsBy Suzanne Himes, CFP®January 16, 2018

It’s a new year and a great time to review and update your spending plan, or start one with a fresh mind-set if this is something you’ve been putting off forever. Budgeting doesn’t need to be complicated – it really just depends on how much detail YOU want to track. Technology has made a lot

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Financial Records

Sunday Money: Get Organized!

Blog, General PlanningBy Paul Fain, CFP®January 14, 2018

The start of a New Year is a great opportunity to do some financial housekeeping! Which documents and records should you keep and which ones can you throw away?   WHAT IS THE STARTING POINT FOR KEEPING GOOD FINANCIAL RECORDS? Develop a filing system. Set up a file for: Bills Due: Immediately after opening mail,

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Sunday Money: Bitcoin and Cryptocurrency

Blog, InvestingBy Paul Fain, CFP®January 9, 2018

Is Bitcoin a Digital Currency or a Digital Tulip Bulb mania? Many investors are wondering if electronic money deserve a place in their portfolios.   WHAT IS BITCOIN? Simply put, Bitcoin is a digital currency also called a “cryptocurrency.” It is a form of code made by computers and stored in a digital wallet. Transactions

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Financial Predictions

Sunday Money: 2018 Financial Predictions

Blog, Current Events, General PlanningBy Paul Fain, CFP®January 4, 2018

With an unexpectedly stellar year for investment markets behind us, what’s in store for the year ahead? Certified Financial Planner Paul Fain provides eight financial predictions for 2018.   CAN THE U.S. ECONOMY STAY ON A ROLL? U.S. ECONOMY ↑: Will grow and remain near 2.5%. The U.S. economy has greater momentum than it has

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2017

KNS: The Year 2017 Brought a Mixed Bag

Blog, Current EventsBy Paul Fain, CFP®January 3, 2018

What a year 2017 was! After a lingering slump for worldwide economies and markets (2014 through late 2016), the past 12 months have been crazy, chaotic, and chart-topping in ways both good and bad. Hurricanes Harvey and Irma brought destruction. The Equifax cyber-hack created its own tidal wave of financial security concerns. A reality TV

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WBIR: Financial Literacy for All

Blog, General Planning, MillennialsBy Paul Fain, CFP®December 24, 2017

  One of the greatest gifts you can give your children or grandchildren – all year long — is Financial Literacy, a basic understanding of money management. Certified Financial Planner Paul Fain explains some age appropriate ideas for you to share with your children in 2018.   WHAT IS A GOOD AGE TO START TEACHING

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WBIR: 2018 Tax Reform

Blog, Current Events, Tax PlanningBy Paul Fain, CFP®December 12, 2017

As Congress grapples with the most sweeping tax overhaul effort in decades, investors have many questions: How will this affect me? What should I do now? Well, we’ve got answers.   WHAT SHOULD INVESTORS DO TO PREPARE FOR THE NEW TAX RULES? In general, investors should not make significant changes to their investments or financial

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Goal Setting

WBIR: Setting Goals

Blog, Current Events, General Planning, MillennialsBy Paul Fain, CFP®December 1, 2017

The saying goes, “A goal not written down is merely a wish!” As you begin to ponder your goals for 2018, what are your plans for financial success?   THE NEW YEAR WILL BE HERE BEFORE WE KNOW IT, WHAT ARE SOME DO’S AND DON’T FOR SETTING MONEY GOALS? Let’s start with the “DO’S:” Be

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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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