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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®
    • PAUL K. FAIN, III, CFP®
    • SUZANNE HORNICK, CFP®
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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
  • CONTACT
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  • Astute Subscriber

Category Archives: General Planning

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

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

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

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

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

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

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%

2019 Budget

3 Easy Ways to Stick with Your 2019 Budget

Blog, Cash Flow Planning, Current Events, General PlanningBy Paul Fain, CFP®December 27, 2018

Every January people come up with their New Year’s resolutions. According to NBC, only 8% of people accomplish those resolutions. When we think of budgeting, we usually think of financial constraints. If we reframe the idea positively, we can see that a budget is simply a set of boundaries that help us to accomplish the

Life Lessons

A Dozen Financial Life Lessons as 2018 Wraps Up

Blog, Cash Flow Planning, Current Events, General PlanningBy Paul Fain, CFP®December 19, 2018

From Thanksgiving to the New Year, we often pause to give more charitably, to express our gratitude, and to reflect on life lessons learned. The life lessons resounding in my mind play like a Jim Croce song, “You don’t tug on Superman’s cape. You don’t spit into the wind. You don’t pull the mask off

Holiday Season

3 Ways to Save Money this Holiday Season

Blog, Cash Flow Planning, Current Events, General PlanningBy Kathy PattyNovember 8, 2018

Looking for creative ways to save this holiday season? There are several approaches you can take to planning for the holidays. Budget vs. no budget Gifts for everyone, gifts for only immediate family, drawing names from a hat, or no gifts at all. Purchasing gifts vs. DIY. Travel vs. staying local. There are so many

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