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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: Blog

Queen of Soul

WBIR: “You better think!” – The Queen of Soul Died without a Will

Blog, Estate PlanningBy Paul Fain, CFP®August 27, 2018

Aretha Franklin, The Queen of Soul, died on August 16th  at the age of 76 – she did not leave a will detailing her wishes for her assets.  What happens next to Ms. Franklin’s estate and what can WE learn from it?  Certified Financial Planner Paul Fain joins us again to look at your Sunday

Steve Carlson and Joe Ottaviano

Doing Good GIVES You a Tax Break! Part 1

Blog, Cash Flow Planning, Retirement Planning, Tax PlanningBy Joe Ottaviano, CFP®August 16, 2018

Learn how being charitable can improve your tax situation in retirement! Doing Good GIVES You a Tax Break is a three-part series. Watch Part 1 on Qualified Charitable Distributions below. You can also check out our recent blog about Required Minimum Distributions (RMDs) for background information. Join us next time to learn about a unique strategy to

wbir-planning-for-retirment

WBIR: Planning for Retirement

Blog, General Planning, Retirement PlanningBy Paul Fain, CFP®August 13, 2018

More than half of pre-retirees expect to continue working in retirement, but, how many retirees actually continue to work?  Our moneyman, Certified Financial Planner Paul Fain joins us again to review your money and your future.   PAUL, WITH PEOPLE LIVING LONGER IT SEEMS REASONABLE TO ASSUME THAT WE WILL WORK LONGER IN SOME CAPACITY…

Tax Penalty

You may owe a 50% penalty tax on your IRA!

Blog, Retirement Planning, Tax PlanningBy Steve CarlsonAugust 1, 2018

Individuals who deposit pre-tax funds into an Individual Retirement Account (IRA) or employer-sponsored 401(k) retirement account are required to begin withdrawing a minimum dollar amount each year once they reach age 70 ½. The Internal Revenue Service (IRS) requires investors to begin taking money out to ensure these tax-deferred savings ultimately become taxable!  This is

money-travel-tips

WBIR: Handling Finances on Vacation

Blog, Cash Flow Planning, Current Events, General PlanningBy Paul Fain, CFP®July 29, 2018

If you ever have the opportunity to travel abroad, such as a visit to Europe, how should you handle money…cash or credit card? What about exchange rates? And security? Paul Fain, president of Asset Planning Corporation, joins us with some international travel tips for your wallet.   PAUL, IF YOU ARE GOING OVERSEAS, WHAT IS

millnenials saving for retirement or pay off student loans

WBIR: Save for Retirement or Pay Off Student Loans?

Blog, Cash Flow Planning, Millennials, Retirement PlanningBy Paul Fain, CFP®July 22, 2018

Millennials—the generation of Americans born between 1982 and 2000—now outnumber Baby Boomers. Many in this younger generation are tackling a dilemma few before them have had to face: Save for retirement or pay off student loans?  Paul Fain, President of Asset Planning Corporation joins us with advice for your money.   WE KNOW THAT COLLEGE TUITION

Cosy chats over coffee

Have ‘The Talk’ with your family, and not the one you think

Blog, Estate Planning, General PlanningBy Paul Fain, CFP®July 17, 2018

Featured in the Knoxville News Sentinel: July 17, 2018 Do you need to have “The Talk” in your family? No, not the birds-and-the-bees talk, I’m referring to the talk with an aging parent about their finances. According to one survey, 54 percent of baby boomer respondents said they would rather talk to their children about sex

healthcare-expenses

WBIR: Budgeting for Health Care During Retirement

Blog, Cash Flow PlanningBy Paul Fain, CFP®July 15, 2018

Health care costs are rapidly emerging as a major expense item both before and during retirement. So how can you prepare a budget for health care costs in retirement?   A PERSON’S HEALTH REALLY IMPACTS THEIR RETIREMENT SPENDING. Health status: There are controllable and non-controllable factors; Impact: Our personal choices impact our health – nutrition,

Graduation.

What I Wish I Had Known About College Planning

Blog, College PlanningBy Team APCJuly 11, 2018

I’m a first-generation college graduate. College planning wasn’t introduced to me until after I had taken loans for my undergraduate degree! I was unaware of the options and how important it is to make educated decisions in regard to paying for college. What do I wish I would have known? There are four strategies for

mid-year-report-card

WBIR: Halfway Review of Financial Portfolio

Blog, InvestingBy Paul Fain, CFP®July 8, 2018

At mid-year, how are your investments doing and what should we expect for the remainder of the year? Certified Financial Planner Paul Fain reviews your portfolio.   PAUL, LET’S START WITH STOCK INVESTMENTS…HOW DID THE FIRST HALF OF THE YEAR GO? 7%  U.S. Large Companies: The widely-quoted S&P 500 index of large company stocks rallied

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