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Asset Planning Corporation – Knoxville, TN
Asset Planning Corporation - Knoxville, TN
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  • Home
  • Our Clients
    • Prime Time Savers
    • Approaching Retirement
    • Purposeful Retirees
  • How We Help
  • About Us
    • History & Values
    • Charity of the Month
    • Meet Your Team
      • JOE OTTAVIANO, CFP®, CKA®
      • PAUL K. FAIN, III, CFP®
      • SUZANNE HORNICK, CFP®
      • KATHY PATTY, FPQP®
      • ADAM KORNEGAY, CFP®
      • STEVE CARLSON
      • HOLLY GRAY, FPQP®
      • DANIEL MYERS
      • RANDEE SCHOENIKE
  • RESOURCES
    • Blog
    • Free Downloads
  • CONTACT

Cash Flow Planning

healthcare-expenses

WBIR: Budgeting for Health Care During Retirement

Blog, Cash Flow PlanningBy Paul Fain, CFP®July 15, 2018

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 non-controllable factors; Impact: Our personal choices impact our health – nutrition,…

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credit-cards

WBIR: Best travel rewards credit cards for 2018

Blog, Cash Flow PlanningBy Paul Fain, CFP®June 24, 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 minimum spending level (ex: $3,000). Travel…

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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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2018 budget

Happy New (Budget) Year!!

Blog, Cash Flow Planning, Current EventsBy Suzanne Hornick, 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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Monday Money: Holiday Bonus

Blog, Cash Flow Planning, Current Events, General PlanningBy Paul Fain, CFP®November 20, 2017

Holiday Bonuses The holidays often bring lots of cheer, festivities—and those much anticipated year-end bonuses. What is the best way to spend your holiday bonus?   HOW GENEROUS ARE BUSINESSES TO THEIR EMPLOYEES OVER THE HOLIDAYS? Accounting Principles surveyed 500 businesses and found that 75% of them will give out holiday bonuses this year. For…

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WBIR: Smart Spending for Millennials

Blog, Cash Flow Planning, MillennialsBy Paul Fain, CFP®November 10, 2017

  See the original post on WBIR For Millennials, it is more important than ever to learn prudent purchasing and money-saving behaviors for their hard-earned cash. Here are six tips:   LET’S START WITH SOME ADVICE FOR MILLENNIALS WITH CREDIT CARDS. 1. Be strategic with your credit card interest rates. If you’re carrying a balance…

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Sunday Money: Smart Ways to Spend Your Tax Money

Blog, Cash Flow Planning, Current Events, Millennials, Tax PlanningBy Paul Fain, CFP®April 9, 2017

Tax refunds are in the mail! With the average taxpayer expecting to rake in a refund of more than $3,000, what should you do with the windfall?   IF YOU ARE EXPECTING A REFUND, WHAT IS THE SOLID “EAT YOUR VEGETABLES” ADVICE? 1. Pay down high-interest debt: this is how 40% of Americans will use…

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WBIR: Making Sure You Are on Track with Savings

Blog, Cash Flow PlanningBy Paul Fain, CFP®March 27, 2017

Are you on track to achieve your goals?  In other words, have you saved enough? And, how do you know how much is enough? Use the following guidelines to give yourself a Savings Check-up.   Even though the economy has been doing better, many people are still financially vulnerable, i.e., living paycheck to paycheck. According…

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America Saves Week is Here!

Blog, Cash Flow Planning, Current Events, General Planning, MillennialsBy Suzanne Hornick, CFP®February 27, 2017

America Saves Week is a national effort to set a savings goal, make a savings plan, and save automatically. It all starts when you make a commitment to yourself to save. Are you saving for the right things? Just like your car needs a tune-up, and just like you need your annual physical, your checkbook needs…

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Knoxville News Sentinel: How to Move Pending to Progress

Blog, Cash Flow Planning, Current Events, General PlanningBy Paul Fain, CFP®February 26, 2017

Do you have a “pending” file? How long have some of those actions been pending? How many relate to your personal financial plan? Consider the synonyms for “pending”: unresolved, unsettled, up in the air, on ice, unfinished, on the back burner. I don’t know about you, but unresolved financial matters in my life are a leak…

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