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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

Paul Fain

Christmas Shopping

It’s not too late for a financial strategy for Christmas shopping

Blog, Cash Flow Planning, Current EventsBy Paul Fain, CFP®November 21, 2018

Bah humbug! After the holiday cheer has faded, will you feel like a holiday chump? In the new year, some households may reel after opening their credit card statements. So is there still time to both enjoy the holidays and be fiscally responsible? As I flip the wall calendar to December, as usual, I have…

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Marijuana Stock

Things You Need to Know Before Investing in Marijuana Stock

Blog, Current Events, InvestingBy Paul Fain, CFP®November 19, 2018

It’s the talk at the water cooler…someone you know may be investing in…weed, ganja, cannabis…yep we are talking about marijuana stock! But should you add this growing industry to YOUR portfolio? Certified Financial Planner Paul Fain joins with his thoughts on whether or not these investments will go up in smoke. WHAT’S BEHIND THE SURGE…

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Midterm Elections

How are Midterm Elections Impacting My Investments?

Blog, Current Events, InvestingBy Paul Fain, CFP®November 5, 2018

The financial focus of the week is, how will the midterm elections impact your stock investments?     WHICH STOCKS ARE THE WINNERS IF WE HAVE THE EXPECTED OUTCOME? Democrats take House, GOP keeps Senate Overall stock market: Modestly bullish Winners: Drug stocks, defense stocks   While a divided government would make it hard for…

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Technology

Is Technology Addiction Making Us Stupid?

Blog, Cash Flow Planning, Current Events, General PlanningBy Paul Fain, CFP®November 1, 2018

Smartphones and other gadgets allow us to read the news, watch a football game and even track our investments anytime, and nearly anywhere. We’re always multitasking, or moving from one bit of information to the next. With that in mind, Certified Financial Planner Paul Fain joins us now with a question: is technology making us…

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Midterm

Midterm elections, trick or treat?

Blog, Current Events, InvestingBy Paul Fain, CFP®October 29, 2018

With stocks in a recent slump, there is growing fear that November’s midterm elections are going to generate new chaos in the investment markets. Will the Democrats take over Congress and the Senate? If so, will they immediately begin impeachment proceedings against the president? Lauren Rublin, a managing editor at Barron’s, adds perspective: “Our concern…

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Lottery

So you won the lottery… what do you do next?

Blog, Current EventsBy Paul Fain, CFP®October 24, 2018

Knoxville — So you’ve just won the lottery. It’s time to cash in, but going from your normal income to having millions can be a little intimidating. That’s why experts say you need some help. “Have a team in place — almost like a personal board of directors,” said Knoxville attorney Fiona Hill. She says…

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Adult Children

How to Stop Spending Your Retirement Savings on Adult Children

Blog, General Planning, Millennials, Retirement PlanningBy Paul Fain, CFP®October 22, 2018

A recent study found that parents are spending twice as much on adult children than they save for their own retirement. Where is the money going? Where is it coming from? And, is there a better way? Our moneyman Paul Fain, president of Asset Planning Corporation, joins us now with financial tips for parents. THE…

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Trend

The Trend is Your Friend! 2018 Investment Review

Blog, Current Events, InvestingBy Paul Fain, CFP®October 14, 2018

If you believe that “the trend is your friend,” then perhaps the U.S. stock market is in for a good fourth quarter. Despite some market volatility last week, stocks are in positive territory for the year. Certified Financial Planner Paul Fain joins us again with a review of year-to-date investment results and a look ahead…

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Right Financial Planner

How to Choose the Right Financial Planner

Blog, Current Events, General PlanningBy Paul Fain, CFP®October 8, 2018

The Financial Planning Association recently bestowed its lifetime achievement award, the P. Kemp Fain Jr. Award, to Harold Evensky, a Certified Financial Planner and professor of financial planning at Texas Tech University. Here are our tips on how to select the right financial planner! SO FOR SOMEONE LOOKING FOR FINANCIAL ADVICE, WHERE DO THEY BEGIN? It’s…

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Enrollment

Are You Confident this Enrollment Season?

Blog, Current Events, Retirement PlanningBy Paul Fain, CFP®October 4, 2018

For most workplaces, the month of October is the Annual Benefits Enrollment period. It’s an opportunity for eligible employees to enroll in or make changes to benefit plans for the upcoming year.   Open Enrollment provides you the opportunity to make changes to benefits. For example, medical, dental, vision, life insurance as well as voluntary…

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