Skip to content
865.690.1231 | Toll Free:  888.690.1231
Facebook page opens in new windowX page opens in new windowLinkedin page opens in new window
Client Portal
Asset Planning Corporation – Knoxville, TN
Asset Planning Corporation - Knoxville, TN
  • 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
  • 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

Financial Education

How Long Should We Keep Financial Records?

Blog, General PlanningBy Paul Fain, CFP®April 29, 2019

With tax season behind us, a viewer asks, “How long should I keep my tax records?” Well, for that matter, let’s ask our Moneyman – Paul Fain, president of Asset Planning Corporation – how long should we keep all of our financial records? PAUL, LET’S START WITH TAX RETURNS, HOW LONG DO WE NEED TO…

Quick View

Financial Lessons From Game Of Thrones

Blog, Current Events, General PlanningBy Paul Fain, CFP®April 22, 2019

The HBO smash series, Game of Thrones, is a medieval soap opera featuring dragons and knights and zombies, but our Moneyman – Certified Financial Planner Paul Fain – says the story has plenty of analogies to valuable financial lessons, this week on WBIR.   PAUL, THIS SHOULD BE FUN, WHAT IS YOUR #1 FINANCIAL LESSON…

Quick View

How Can Parents Teach Saving And Investing Lessons?

Blog, General Planning, InvestingBy Paul Fain, CFP®April 15, 2019

This week, we’ve got another viewer question for our Moneyman, Paul Fain – president of Asset Planning Corporation.  Wayne asks: “How can parents give their children a solid foundation in lifelong saving and investing?” PAUL, WAYNE RAISES A GOOD POINT, PARENTS ARE SUPPOSED TO TEACH LIFE LESSONS… He does: “we teach our kids so many…

Quick View

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…

Quick View
Asset Planning Corporation - Knoxville, TN

Copyright © 2016-2024 | Asset Planning Corporation | All Rights Reserved

Go to Top