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Asset Planning Corporation – Knoxville, TN
Asset Planning Corporation - Knoxville, TN
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      • JOE OTTAVIANO, CFP®, CKA®
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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

financial planning

Tips for Millennials Filing Their Taxes

Blog, Tax PlanningBy Paul Fain, CFP®February 13, 2019

  Millennials fear their taxes. Four out of every five young adults say they worry about making a mistake on their 1040. We continue with more tax tips this week from our Moneyman, Paul Fain, president of Asset Planning Corporation.     DO MILLENNIALS FACE A DIFFERENT TAX SITUATION THAN MOST FILERS? Yes in some…

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Taxes

What You Need to Know About Preparing Your Taxes

Blog, Tax PlanningBy Paul Fain, CFP®February 4, 2019

With tax preparation in full season before the April 15th filing deadline, taxpayers might be shocked by the bottom line on their tax return. Our MoneyMan Paul Fain, president of Asset Planning Corporation, joins us now with some tax advice for your personal financial plan.     IN GENERAL, DO MOST TAXPAYERS UNDER- OR OVER-WITHHOLD…

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Contentment

In pursuit of contentment vs. discontentment

Blog, Current Events, General PlanningBy Paul Fain, CFP®January 29, 2019

Joy. Gratitude. Contentment. These words often seem alien to modern life in America. “Discontentment” is a multibillion-dollar industry. “Advertisers get discontentment,” writes Annie Leigh Edwards for The Grit and Grace Project, an online magazine and podcast. If I had … if I could … if I was … are like sand in our eyes, an…

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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…

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Loved One Passes Away

How to get accounts in order if a loved one passes away

Blog, Estate Planning, General PlanningBy Paul Fain, CFP®January 21, 2019

What happens to bank checking and deposit accounts when a loved one passes away? Is it a big concern for heirs? Certified Financial Planner Paul Fain joins us again to talk about your Sunday Money and 4 steps to get your accounts in order before your final day.     THIS IS POTENTIALLY A BIG…

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Being Prepared

Being Prepared for Your Loved Ones

Blog, Estate Planning, General PlanningBy Steve CarlsonJanuary 17, 2019

Family. One of, if not the most, important part of your life. We love them dearly and would do anything for them—help them study for a big test, throw them a graduation party, help them with the down payment of their first house, etc.  The list is endless.   And yet, we seldom consider helping them…

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Financial Success

6 Simple Steps You Should Take for Financial Success

Blog, Current Events, General PlanningBy Paul Fain, CFP®January 14, 2019

As most people continue to review and organize their finances at the beginning of a new year, what are the essential elements of a Personal Financial Plan?  Paul Fain, president of Asset Planning Corporation joins us now with the 6 steps toward financial planning success!   WHAT ARE THE FIRST STEPS IN DEVELOPING A FINANCIAL…

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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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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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