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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

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…

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Financial Jedi

WBIR: How to be a Financial Jedi

Blog, General PlanningBy Paul Fain, CFP®June 3, 2018

Han Solo is back on the big screen this summer but here on the small screen, our moneyman Paul Fain has FIVE Star Wars lessons for becoming a Financial Planning Jedi.   I GUESS WE HAVE START WITH…“MAY THE FORCE BE WITH YOU” Exactly! The Force encompasses everything. Likewise, a good financial plan is HOLISTIC,…

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paul fain educator

Paul Fain Is Keynote Speaker At Financial Planning Association’s Annual Retreat

Blog, Current EventsBy Paul Fain, CFP®March 9, 2018

Paul Fain of Asset Planning Corporation will be the keynote speaker at the Financial Planning Association’s Annual Retreat (https://fparetreat.org/)  to be held April 23-26 at The Wigwam in Litchfield Park, Arizona. With his talk billed as “A Pioneer, A Profession, A Practice and A Planner,” Paul plans to share the highs and the lows, the…

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savings account

America Saves Week: 3 Ways to Boost Your Savings Account

Blog, General PlanningBy Team APCMarch 1, 2018

By Tammy Bruzon, America Saves Communications Coordinator   What does “saving the extra” mean to you? Whether it is putting change in a piggy bank or moving everything not in the budget into savings, those three little words can mean big money down the road. This America Saves Week, try one (or all) of these…

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Money Care

America Saves Week: Do you and your money care about the same things?

Blog, General PlanningBy Team APCFebruary 28, 2018

By Heather Marshall, CFPC, MPP; Educator, AAA Fair Credit Foundation/Utah Saves   As the old adage goes “Actions speak louder than words.” On the topic in question, it is fair to say spending is an action that implies values. Which explains why the nature of finances can be so personal, and challenge us to ask…

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Savings Tips

America Saves Week: 7 Ways to Get Your Savings on Track — No Apps Required!

Blog, General PlanningBy Team APCFebruary 27, 2018

By Jacquelyn Pica   We all want to save more money. The question is, how?   With so much new technology out there, it’s easy to feel overwhelmed. Plus, maybe you don’t feel comfortable sharing personal bank details with tons of different websites and apps.   Forget the latest tech — these seven methods will…

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2017

KNS: The Year 2017 Brought a Mixed Bag

Blog, Current EventsBy Paul Fain, CFP®January 3, 2018

What a year 2017 was! After a lingering slump for worldwide economies and markets (2014 through late 2016), the past 12 months have been crazy, chaotic, and chart-topping in ways both good and bad. Hurricanes Harvey and Irma brought destruction. The Equifax cyber-hack created its own tidal wave of financial security concerns. A reality TV…

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WBIR: Financial Literacy for All

Blog, General Planning, MillennialsBy Paul Fain, CFP®December 24, 2017

  One of the greatest gifts you can give your children or grandchildren – all year long — is Financial Literacy, a basic understanding of money management. Certified Financial Planner Paul Fain explains some age appropriate ideas for you to share with your children in 2018.   WHAT IS A GOOD AGE TO START TEACHING…

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P Kemp Fain Award Winner

2017 P. Kemp Fain Jr. Award Winner Announced

Blog, Current EventsBy Paul Fain, CFP®October 6, 2017

Dr. Dave Yeske is Awarded the P. Kemp Fain Jr. Award, the Profession’s Lifetime Achievement Award NASHVILLE, Tenn., October 3, 2017 – The Financial Planning Association (FPA®) awarded the profession’s lifetime achievement award, the P. Kemp Fain Jr. award, to Dr. Dave Yeske, CFP®, Managing Director of Yeske Buie. “I am so honored to call Dave…

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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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