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

BLOG

KNS: Why Financial Literacy Month is a big deal

Blog, General PlanningBy Paul Fain, CFP®March 22, 2018

April is Financial Literacy Month. It needs to be a big deal. A lack of financial preparedness has significant consequences, not the least of which is you and your family’s current or future quality of life. Rising healthcare costs alone can be financially devastating. Also, many Americans don’t understand the commitment of a mostly self-financed

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safety

WBIR: Safety Tips for Your Money

Blog, General PlanningBy Paul Fain, CFP®March 20, 2018

The Justice Department recently announced the largest sweep of elder fraud cases in history. How can you, or a senior family member, avoid becoming a victim of fraud?   WHAT ARE THE MOST COMMON EXAMPLES OF ELDER FRAUD? Mass Mailings Telemarketing Investment-related   WHO ARE THE BAD GUYS? Global crime organizations A relative A fiduciary

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filing errors

WBIR: Tax Return Errors

Blog, Tax PlanningBy Paul Fain, CFP®March 13, 2018

Tax season is in full bloom as we count down the days to the income tax filing deadline which is Tuesday, April 17. What are the most common filing errors? What if you’ve already made a mistake?   WHAT ARE THE MOST COMMON TAX RETURN ERRORS? • Incorrect Social Security numbers: You, spouse, children. •

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paul fain educator

Paul Fain Is Keynote Speaker At Financial Planning Association’s Annual Retreat

Blog, Current EventsBy Paul Fain, CFP®March 9, 2018

Paul Fain of Asset Planning Corporation will be the keynote speaker at the Financial Planning Association’s Annual Retreat (https://fparetreat.org/)  to be held April 23-26 at The Wigwam in Litchfield Park, Arizona. With his talk billed as “A Pioneer, A Profession, A Practice and A Planner,” Paul plans to share the highs and the lows, the

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Piggy Bank

Retirement vs. Financial Independence

Blog, Retirement PlanningBy Suzanne Hornick, CFP®March 6, 2018

One of the most common financial planning goals is retirement. “When can I retire?”, “How much can I spend in retirement?”, etc. It is easy to forget that the entire concept of “retirement” is a modern invention, created by industrialization. Before the 20th century, the average person simply did what they did until the end

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Financial Health

WBIR: Saving for Financial Health

Blog, Cash Flow PlanningBy Paul Fain, CFP®March 5, 2018

In March, many employers, banks, and organizations promoted “America Saves Week.” The message was simple: Making an effort to save is vital to your financial health. Whether it is putting change in a piggy bank or contributing to a 401k plan at work it can mean big money down the road.   WHY IS IT

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family

America Saves Week: Saving as a Family

Blog, General PlanningBy Team APCMarch 2, 2018

Get your family involved with your saving plan by brainstorming ways to cut expenses in order to free up money to put toward your saving goals. Explore low- and no-cost activities you can do together as a family. Consider selling rarely used books, toys, clothes and other items in a garage sale or other marketplace.

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savings account

America Saves Week: 3 Ways to Boost Your Savings Account

Blog, General PlanningBy Team APCMarch 1, 2018

By Tammy Bruzon, America Saves Communications Coordinator   What does “saving the extra” mean to you? Whether it is putting change in a piggy bank or moving everything not in the budget into savings, those three little words can mean big money down the road. This America Saves Week, try one (or all) of these

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Money Care

America Saves Week: Do you and your money care about the same things?

Blog, General PlanningBy Team APCFebruary 28, 2018

By Heather Marshall, CFPC, MPP; Educator, AAA Fair Credit Foundation/Utah Saves   As the old adage goes “Actions speak louder than words.” On the topic in question, it is fair to say spending is an action that implies values. Which explains why the nature of finances can be so personal, and challenge us to ask

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Savings Tips

America Saves Week: 7 Ways to Get Your Savings on Track — No Apps Required!

Blog, General PlanningBy Team APCFebruary 27, 2018

By Jacquelyn Pica   We all want to save more money. The question is, how?   With so much new technology out there, it’s easy to feel overwhelmed. Plus, maybe you don’t feel comfortable sharing personal bank details with tons of different websites and apps.   Forget the latest tech — these seven methods will

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