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Asset Planning Corporation – Knoxville, TN
Asset Planning Corporation - Knoxville, TN
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      • JOE OTTAVIANO, CFP®, CKA®
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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

Blog

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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Special Tax Provision only for Age 70 and Above!

Blog, Tax PlanningBy Joe Ottaviano, CFP®February 20, 2019

Give Directly From Your IRA to Your Favorite Charity Background: In the year that a taxpayer reaches age 70-1/2, the IRS requires minimum distributions (RMD) to begin. If you do not need all of the RMD for living expenses, there is a provision which allows distributions to be made directly to a qualified charity thereby excluding…

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Estate Planning Basics

Blog, Estate PlanningBy Paul Fain, CFP®February 18, 2019

According to a recent survey from Caring.com, six in ten American adults do not have a will or living trust. Just what is an “estate plan?” Certified Financial Planner Paul Fain joins us again with your Sunday Money.     WHY DO SO MANY PEOPLE IGNORE ESTATE PLANNING? The two main reasons that people ignore…

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Tips for Millennials Filing Their Taxes

Blog, Tax PlanningBy Paul Fain, CFP®February 13, 2019

  Millennials fear their taxes. Four out of every five young adults say they worry about making a mistake on their 1040. We continue with more tax tips this week from our Moneyman, Paul Fain, president of Asset Planning Corporation.     DO MILLENNIALS FACE A DIFFERENT TAX SITUATION THAN MOST FILERS? Yes in some…

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Taxes

What You Need to Know About Preparing Your Taxes

Blog, Tax PlanningBy Paul Fain, CFP®February 4, 2019

With tax preparation in full season before the April 15th filing deadline, taxpayers might be shocked by the bottom line on their tax return. Our MoneyMan Paul Fain, president of Asset Planning Corporation, joins us now with some tax advice for your personal financial plan.     IN GENERAL, DO MOST TAXPAYERS UNDER- OR OVER-WITHHOLD…

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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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Successful Retirement

6 Tips for Planning a Successful Retirement

Blog, Retirement PlanningBy Paul Fain, CFP®January 28, 2019

What steps can you take to kick-start your successful retirement planning in 2019? Certified Financial Planner Paul Fain joins us now with 6 moves to make right now!     WHAT ARE THE FIRST STEPS TO BOOST OUR SUCCESSFUL RETIREMENT PLANNING? Boost retirement contributions: The maximum annual 401(k) contribution limit is $19,000. If that’s not…

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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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