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Asset Planning Corporation – Knoxville, TN
Financial planning and investment strategy
Asset Planning Corporation - Knoxville, TN
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    • JOE OTTAVIANO, CFP®, CKA®
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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
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  • Astute Subscriber

Category Archives: General Planning

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

Giving Thanks

Current Events, General PlanningBy Paul Fain, CFP®November 29, 2017

A Message of Thankfulness from Paul Fain My college freshman son came home for the holiday weekend. As he packed his car to return to campus, I offered him some gas money. “No thanks, I’ll manage,” he responded. I shoved the twenty dollar bill back into my wallet in disbelief.   I am thankful that

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

Sunday Money: How Politics Affect Your Money

Blog, Current Events, General Planning, InvestingBy Paul Fain, CFP®July 30, 2017

Controversy. Special investigations. Twitter bombs. Modern politics is making investors feel unsettled and concerned; but how much do politics really matter to your portfolio? Paul Fain, president of Asset Planning Corporation, recently appeared on WBIR to share his perspective.   AROUND THE WATER COOLER OR THE COFFEE POT, THERE IS A LOT OF BUZZ ABOUT

Knoxville News Sentinel: Consistent Inconsistencies

Blog, Current Events, General PlanningBy Paul Fain, CFP®July 24, 2017

Recently, I was catching up on my reading stack of financial journals and daily periodicals and I was struck by one consistent inconsistency: the conclusions of any given study (research or survey) are always battling the conclusions of another study (research or survey). Public and private institutions are always publishing new or updated interpretations of

Knoxville News Sentinel: Sunrise Presents Opportunities

Blog, Current Events, General PlanningBy Paul Fain, CFP®June 23, 2017

Sunsets can be beautiful whether viewed from your back porch or from Mallory Pier on Key West. Somehow, however, I missed the memo on the wonder of sunrises. My family members are typically night owls but last weekend, after an unusually long and welcomed night of sleep, I made a cup of coffee and sat

Last Will

Sunday Money: Disinheritance

Blog, Estate Planning, General PlanningBy Paul Fain, CFP®June 11, 2017

WBIR: Has someone in the family gotten on your bad side!? Well…you could always disinherit them!  Understandably, disinheriting an individual from your will can be a difficult decision. Should you? Could you? Certified Financial Planner Paul Fain joins us now to discuss this delicate topic and your estate plan.   HOW CAN A FAMILY MEMBER

Online Accounts

Sunday Money: Protecting Online Accounts

Blog, Current Events, General Planning, MillennialsBy Paul Fain, CFP®June 4, 2017

WBIR: Cybersecurity poses a massive threat to all of us – consider the recent “WannaCry” ransomware attack. But most people have no idea what to do or how to fix it in a meaningful way. Certified Financial Planner Paul Fain joins us again this morning to talk about how to protect your money. PAUL, WHAT

Knoxville News Sentinel: Old Age is Not for Sissies

Blog, Estate Planning, General Planning, Insurance Planning, Retirement Planning, Tax PlanningBy Paul Fain, CFP®May 9, 2017

On a typical Easter weekend, we travel to the Tri-Cities to visit relatives. One particularly sweet soul that we enjoy seeing is Aunt Naomi. She is almost 90 years old and living independently. “All I do is pay bills and check stuff,” she said last weekend: Is the door locked? Did I leave the water

WBIR: Save Money by Going Green

Blog, Current Events, General Planning, MillennialsBy Paul Fain, CFP®April 23, 2017

Earth Day aims to raise awareness of ways to lessen our impact on the environment.  But what about your wallet?  Here are some ways to raise some green from going green.   WHAT ARE SOME EASY WAYS THAT GOING GREEN CAN HELP SAVE SOME MONEY? Unplug: Phantom power – the electricity your electronics draw costs

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