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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
      • JAMES MORTON
      • RANDEE SCHOENIKE
  • RESOURCES
    • Blog
    • Free Downloads
  • CONTACT

Blog

Knoxville News Sentinel: How Does a Financial Planner Invest?

Blog, InvestingBy Paul Fain, CFP®March 26, 2017

Have you ever wondered if a chef eats his own cooking? Does a doctor take her own medicine? Or, do financial planners invest in the same strategies they recommend to investors? Recently, a vice president at Morningstar, an investment research firm, wrote about his personal investment portfolio. His asset allocation is basically 93 percent stock, 4 percent cash,

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WBIR: How to Save on Wedding Season

Blog, Current Events, General Planning, MillennialsBy Paul Fain, CFP®March 20, 2017

With spring in bloom, we are also entering wedding season! Getting married is truly a family affair when it comes to figuring out how to pay for it!   WEDDINGS CAN BE EXPENSIVE… The average Tennessee wedding typically costs between $20,000 to $30,000. A Manhattan wedding’s average cost is $82,000!   LET’S BREAK IT DOWN,

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There’s Still Time to Contribute to an IRA for 2016

Blog, Current Events, General Planning, Retirement PlanningBy Paul Fain, CFP®March 16, 2017

There’s still time to make a regular IRA contribution for 2016! You have until your tax return due date (not including extensions) to contribute up to $5,500 for 2016 ($6,500 if you were age 50 by December 31, 2016). For most taxpayers, the contribution deadline for 2016 is April 18, 2017. You can contribute to

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2016 P. Kemp Fain, Jr. Award Winner

Blog, Current EventsBy Paul Fain, CFP®March 8, 2017

Beginning in 1993, the Financial Planning Association (FPA) has annually given the P. Kemp Fain, Jr. Award to an individual who has made remarkable contributions to the profession of financial planning in the areas of service to society, academia, government, and professional activities, as well as, upholds the FPA’s Core Values of competence, integrity, relationships,

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The When, Where, & How of Required Minimum Distributions (RMDs)

Blog, Retirement PlanningBy Suzanne Hornick, CFP®March 8, 2017

Almost every single client we meet with over the age of 65 asks “what about the required minimum distributions from my IRA?” and with good reason! Even if the specifics are not understood, what most do know is that this is very important to get right. The first element to understand is when a distribution

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Monday Money: Snapchat and IPOs

Blog, Current Events, Investing, MillennialsBy Paul Fain, CFP®March 6, 2017

WBIR: Oh, snap! Within an hour of Snap, Inc.’s first public trading on the New York Stock Exchange last Thursday, the company’s stock price had already soared 50%. But what exactly is an “IPO” and how will it change the future of popular mobile app, Snapchat?   PAUL, LET’S START WITH THE BASICS, WHAT IS

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America Saves Week is Here!

Blog, Cash Flow Planning, Current Events, General Planning, MillennialsBy Suzanne Hornick, CFP®February 27, 2017

America Saves Week is a national effort to set a savings goal, make a savings plan, and save automatically. It all starts when you make a commitment to yourself to save. Are you saving for the right things? Just like your car needs a tune-up, and just like you need your annual physical, your checkbook needs

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Knoxville News Sentinel: How to Move Pending to Progress

Blog, Cash Flow Planning, Current Events, General PlanningBy Paul Fain, CFP®February 26, 2017

Do you have a “pending” file? How long have some of those actions been pending? How many relate to your personal financial plan? Consider the synonyms for “pending”: unresolved, unsettled, up in the air, on ice, unfinished, on the back burner. I don’t know about you, but unresolved financial matters in my life are a leak

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WBIR: How to Protect Your Money From Tax Scams

Blog, Current Events, Tax PlanningBy Paul Fain, CFP®February 19, 2017

If it sounds too good to be true, it probably is! In recent years, thousands of people have lost millions of dollars and their personal information to tax scams and fake IRS communication.   LET’S START WITH THE BOTTOM LINE…THE IRS DOES NOT REQUEST PERSONAL INFORMATION BY TELEPHONE OR EMAIL! The Internal Revenue Service does

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Monday Money: Tax Planning Success

Blog, Current Events, Tax PlanningBy Paul Fain, CFP®February 13, 2017

It is Tax Season! From coast to coast, taxpayers are scurrying to gather tax documents and to file their 2016 tax returns. Good tax planning can avoid 7 common tax filing mistakes.   WHAT ARE THE GOALS OF GOOD TAX PLANNING? Be organized (If you have savings and investment accounts, companies are issuing 1099 summaries

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