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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

WBIR

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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Interest Rates

5 Things You Should Know About Rising Interest Rates

Blog, Current Events, InvestingBy Paul Fain, CFP®October 1, 2018

Here we go again: The Federal Reserve just raised the federal funds’ interest rate target for the third time this year. Now that it has happened, how might it affect your investments? Certified Financial Planner Paul Fain joins us now with five things to keep in mind. LET’S REVIEW WHAT THE FEDERAL FUNDS RATE IS……

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Protect

WBIR: How To Protect Your Finances Online

Blog, Current Events, General PlanningBy Paul Fain, CFP®September 24, 2018

Since the shocking Equifax data breach announced last September, the cyber criminals have been busy! It is more important than ever to protect your finances in the digital world. Paul Fain, president of Asset Planning Corporation, joins with a Sunday Money update on cyber-security.     WHAT ARE SOME OF THE NOTABLE DATA BREACHES THIS…

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Financial Emergency

WBIR: Creating a Financial Emergency Kit

Current Events, General PlanningBy Paul Fain, CFP®September 17, 2018

Hurricane Florence made landfall on Friday and millions have been affected by this latest natural disaster. Our moneyman, Paul Fain, president of Asset Planning Corporation joins us now with the essential things to assemble a financial emergency kit for your household.     PAUL, ARE WE TALKING ABOUT A PHYSICAL KIT? Both physical and digital…

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Landlord

WBIR: Are you Cut Out to be a Landlord?

General Planning, InvestingBy Paul Fain, CFP®September 10, 2018

The economic benefits of owning rental property may seem compelling but is real estate a good investment? And, are you landlord material? Certified Financial Planner, Paul Fain, joins us with the pros and cons of investing in real estate.   WHAT ARE THE TRAITS REQUIRED TO BE A GOOD LANDLORD? Enjoy home improvement projects (painting,…

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Bull Market

WBIR: Is the current bull market on a boom or a bubble?

Blog, InvestingBy Paul Fain, CFP®September 4, 2018

The current bull market in stocks is the longest period of uninterrupted gains in American history. But investors wonder, is this a boom or a bubble? Paul Fain, president of Asset Planning Corporation, joins us to look at stock market cycles and your Sunday Money.   WHEN DID THIS BULL MARKET OFFICIALLY BEGIN? The run…

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Unclaimed money

WBIR: Claiming the money you have left behind

Blog, Cash Flow Planning, General PlanningBy Paul Fain, CFP®August 31, 2018

If you have moved in recent years, is it possible that you left some money behind!? Millions of dollars are turned over annually to the Tennessee Department of Treasury’s unclaimed property division when owners cannot be located. Paul Fain, President of Asset Planning Corporation joins us to help you find free money this morning.  …

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Queen of Soul

WBIR: “You better think!” – The Queen of Soul Died without a Will

Blog, Estate PlanningBy Paul Fain, CFP®August 27, 2018

Aretha Franklin, The Queen of Soul, died on August 16th  at the age of 76 – she did not leave a will detailing her wishes for her assets.  What happens next to Ms. Franklin’s estate and what can WE learn from it?  Certified Financial Planner Paul Fain joins us again to look at your Sunday…

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Asset Planning Corporation - Knoxville, TN

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