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Asset Planning Corporation – Knoxville, TN
Financial planners, wealth advisers, fiduciaries
Asset Planning Corporation - Knoxville, TN
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      • JOE OTTAVIANO, CFP®, CKA®
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  • Home
  • Our Clients
    • Pathfinders
    • 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
      • STEVE CARLSON
      • HOLLY GRAY
      • RANDEE SCHOENIKE
  • RESOURCES
    • Blog
    • Free Downloads
  • CONTACT

General Planning

Caregivers: Don’t Forget To Invest In Your Own Health

Blog, General PlanningBy Maeve SmithMarch 26, 2019

If you are caring for a loved one with dementia, Alzheimer’s or another illness, taking care of yourself is one of the most important things you can do for them and you. Being a caregiver can take so much out of you mentally, physically, and emotionally, but there are things you can do to reduce

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What are the 6 behaviors that predict future wealth?

Blog, General Planning, InvestingBy Paul Fain, CFP®March 25, 2019

What are the 6 behaviors that predict future wealth? Our moneyman, Certified Financial Planner Paul Fain, joins us now to share the traits of people who know how to build financial security.   PAUL, LET’S DIVE IN, WHAT ARE SOME OF THE BEHAVIORS OF GOOD WEALTH CREATORS? 1.      Planning: Goal-setting and future orientation. 2.      Responsibility:

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Top 10 Scams that Target the Elderly

Blog, Current Events, General PlanningBy Kathy PattyMarch 21, 2019

Criminals tend to choose the easiest targets and awareness is the first step to prevention. Here are the top 10 most common financial scams to watch for!   1. IRS Impersonation – Scammers claim an individual owes back taxes and penalties and threatens arrest or home foreclosure unless the person pays immediately.   2. Robocalls

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Reverse Mortgages

Blog, Cash Flow Planning, General Planning, Retirement PlanningBy Paul Fain, CFP®February 25, 2019

This week on Sunday Money we’ve got a viewer question for our moneyman, Certified Financial Planner™ Paul Fain, from Jim: Don’t know if you have ever discussed this but what about your thoughts on a reverse mortgage? I’m not a fan and would never do it but someone that may be in financial difficulty might

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Contentment

In pursuit of contentment vs. discontentment

Blog, Current Events, General PlanningBy Paul Fain, CFP®January 29, 2019

Joy. Gratitude. Contentment. These words often seem alien to modern life in America. “Discontentment” is a multibillion-dollar industry. “Advertisers get discontentment,” writes Annie Leigh Edwards for The Grit and Grace Project, an online magazine and podcast. If I had … if I could … if I was … are like sand in our eyes, an

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Loved One Passes Away

How to get accounts in order if a loved one passes away

Blog, Estate Planning, General PlanningBy Paul Fain, CFP®January 21, 2019

What happens to bank checking and deposit accounts when a loved one passes away? Is it a big concern for heirs? Certified Financial Planner Paul Fain joins us again to talk about your Sunday Money and 4 steps to get your accounts in order before your final day.     THIS IS POTENTIALLY A BIG

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Being Prepared

Being Prepared for Your Loved Ones

Blog, Estate Planning, General PlanningBy Steve CarlsonJanuary 17, 2019

Family. One of, if not the most, important part of your life. We love them dearly and would do anything for them—help them study for a big test, throw them a graduation party, help them with the down payment of their first house, etc.  The list is endless.   And yet, we seldom consider helping them

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Financial Success

6 Simple Steps You Should Take for Financial Success

Blog, Current Events, General PlanningBy Paul Fain, CFP®January 14, 2019

As most people continue to review and organize their finances at the beginning of a new year, what are the essential elements of a Personal Financial Plan?  Paul Fain, president of Asset Planning Corporation joins us now with the 6 steps toward financial planning success!   WHAT ARE THE FIRST STEPS IN DEVELOPING A FINANCIAL

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Financial Advisor

Ten Questions to Ask a Prospective Financial Advisor

Blog, General PlanningBy Paul Fain, CFP®January 10, 2019

If you are on Google searching for a financial advisor, what are you really looking for? An independent financial adviser? Wealth management? Investment advice? An asset manager? Financial advice? A financial advisor near me? Retirement planning? The best asset management team in Knoxville, Maryville or Oak Ridge? We think what you are really looking for

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Financial Reolutions

The Best Financial Resolutions for 2019

Blog, Cash Flow Planning, Current Events, General PlanningBy Paul Fain, CFP®January 2, 2019

A new year. New goals for your money! What are your financial resolutions for 2019?  Paul Fain, president of Asset Planning Corporation joins us with a list of ways to increase your financial fitness in the New Year.   WHAT ARE TYPICALLY THE TOP FINANCIAL RESOLUTIONS? Save more! Savings goals: Save $1000 (less than 40%

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