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Asset Planning Corporation – Knoxville, TN
Asset Planning Corporation - Knoxville, TN
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      • JOE OTTAVIANO, CFP®, CKA®
      • PAUL K. FAIN, III, CFP®
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      • KATHY PATTY, FPQP®
      • ADAM KORNEGAY, CFP®
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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

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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First Week of 2019

What You Need to Know About Finance in the First Week of 2019

Blog, Current Events, InvestingBy Paul Fain, CFP®January 7, 2019

Last week was very volatile in the world of finance. Certified Financial Planner Paul Fain narrates the highs and lows of the first week of 2019.   LET’S START WITH THE GOVERNMENT SHUTDOWN, HOW DOES IT IMPACT THE STOCK MARKET? Generally causes a DOWNTURN. It is negative. Historically, the downturn is TEMPORARY and bounces right…

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Market

How to Stay Calm During Market Downturns

Blog, Current Events, InvestingBy Paul Fain, CFP®January 3, 2019

Many global stock markets are approaching “bear market” territory, meaning a decline of 20%. Volatility, as measured by the VIX index (pronounced vicks), is at its highest level in the last 5 years, so many investors are worried. Are you? Certified Financial Planner Paul Fain has three things to focus on during a crazy market.…

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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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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…

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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…

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Christmas Tip

A Guide to Giving a Christmas Tip

Blog, Current EventsBy Paul Fain, CFP®December 17, 2018

At the end of Dicken’s classic tale, even Ebenezer Scrooge tipped the young boy sent to fetch the prize turkey. But it’s a common question during the holiday season: who gets a Christmas tip and how much should I give them? Our resident Scrooge, moneyman Paul Fain joins us again to look at your Sunday…

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Financial Gifts

How to Give a Financial Christmas Gift

Blog, Current EventsBy Paul Fain, CFP®December 10, 2018

Americans spend an average of $1,000 during the gift-giving season, according to the National Retail Federation. While there’s nothing wrong with the proverbial tie or toy, there are also financial gifts that can literally keep on giving. Certified Financial Planner Paul Fain joins us now with financial gift options for everyone on your list.  …

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Savings

The 3 Types of Savings Everyone Should Have

Blog, Cash Flow PlanningBy Suzanne Hornick, CFP®December 6, 2018

Beware! The Savings Blob One of the most important areas of financial planning is cash management (spending plans, budgeting) and within that, the concept of cash reserves. Most folks can probably agree that having “cash reserves” is a good thing. But after that, the attempt to quantify an appropriate number, or to think about different…

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Social Security

When to Claim Social Security Benefit

Blog, Cash Flow Planning, Retirement PlanningBy Paul Fain, CFP®December 3, 2018

Why do people claim their Social Security benefits when they do? A study in the Journal of Financial Planning offers new insights for our moneyman to share, here is Certified Financial Planner Paul Fain joining us now.     LET’S REVIEW WHEN YOU CAN ACTUALLY START YOUR SOCIAL SECURITY BENEFIT… Widow:            Age 60 Early:…

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