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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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      • RANDEE SCHOENIKE
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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

certified financial planner knoxville

WBIR: 2018 Tax Reform

Blog, Current Events, Tax PlanningBy Paul Fain, CFP®December 12, 2017

As Congress grapples with the most sweeping tax overhaul effort in decades, investors have many questions: How will this affect me? What should I do now? Well, we’ve got answers.   WHAT SHOULD INVESTORS DO TO PREPARE FOR THE NEW TAX RULES? In general, investors should not make significant changes to their investments or financial…

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Giving Tuesday!

Blog, Current EventsBy Suzanne Hornick, CFP®November 28, 2017

Today is Giving Tuesday!! As we continue to have gratitude and give thanks, we also recognize the important work of giving back to our local and world community. As part of Giving Tuesday, we want to share the following resources that may help you determine where to contribute for your charitable giving.   Taxpayers can…

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Monday Money: Holiday Bonus

Blog, Cash Flow Planning, Current Events, General PlanningBy Paul Fain, CFP®November 20, 2017

Holiday Bonuses The holidays often bring lots of cheer, festivities—and those much anticipated year-end bonuses. What is the best way to spend your holiday bonus?   HOW GENEROUS ARE BUSINESSES TO THEIR EMPLOYEES OVER THE HOLIDAYS? Accounting Principles surveyed 500 businesses and found that 75% of them will give out holiday bonuses this year. For…

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WBIR: Best Cities for Retirement

Blog, Current Events, Retirement PlanningBy Paul Fain, CFP®August 27, 2017

On Sunday, August 27th, Paul Fain, CFP®, president of Asset Planning Corporation, visited WBIR-TV in the 7 a.m. broadcast to discuss the best cities for retirement. It may seem that all retirees go to Florida, but not necessarily. Financial website WalletHub recently published its list of the 25 best U.S. cities for retirement. (Interview transcript):…

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Stock Market

Sunday Money: Keeping Cool, Calm and Invested

Blog, Current Events, InvestingBy Paul Fain, CFP®August 13, 2017

With the stock market at record highs, many investors are anxious about when the inevitable bear market will arrive. Is there a case for staying invested in the market? How can an investor remain calm and steady?   IS RECENT STOCK MARKET PERFORMANCE TOO MUCH OF A GOOD THING? As of August 1, the stock…

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Knoxville News Sentinel: Consistent Inconsistencies

Blog, Current Events, General PlanningBy Paul Fain, CFP®July 24, 2017

Recently, I was catching up on my reading stack of financial journals and daily periodicals and I was struck by one consistent inconsistency: the conclusions of any given study (research or survey) are always battling the conclusions of another study (research or survey). Public and private institutions are always publishing new or updated interpretations of…

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Learning

Learning, Experience Lead to Wisdom

Blog, General PlanningBy Paul Fain, CFP®October 23, 2016

It is a quote often attributed to the Buddha, or more likely to a 1970s kung fu movie: “When the student is ready, the teacher will appear.” Unfortunately, when it comes to personal finance, the classroom appears to be empty. According to a new survey, nearly 7 in 10 Americans have less than $1,000 to their…

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