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Asset Planning Corporation – Knoxville, TN
Financial planning and investment strategy
Asset Planning Corporation - Knoxville, TN
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    • JOE OTTAVIANO, CFP®, CKA®
    • PAUL K. FAIN, III, CFP®
    • SUZANNE HORNICK, CFP®
    • KATHY PATTY, FPQP™
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  • Home
  • ABOUT
  • SERVICES
  • MEET YOUR TEAM
    • JOE OTTAVIANO, CFP®, CKA®
    • PAUL K. FAIN, III, CFP®
    • SUZANNE HORNICK, CFP®
    • KATHY PATTY, FPQP™
    • ADAM KORNEGAY
    • STEVE CARLSON
    • JAMES MORTON
    • RANDEE SCHOENIKE
  • FREE RESOURCES
  • CONTACT
  • BLOG
  • Astute Subscriber

Author Archives: Kathy Patty

Top Ten Summer Vacation Tips

Blog, Cash Flow Planning, General PlanningBy Kathy PattyMay 19, 2021

Top Ten Summer Vacation Tips | Kathy Patty, FPQP®   Spring is here, and summer is just around the corner. Here are my favorite tips to help you plan a budget-friendly vacation. Know how much can you afford and set a budget. Put a little back each month into a savings account automatically. Research, research,

What You Think You Know

Blog, Elder Care Planning, General Planning, Insurance PlanningBy Kathy PattyJuly 23, 2020

What you think you know, but you didn’t until you needed it… by Kathy Patty   For the past few years, I have been taking care of my mom. In July of 2017, she fell and broke her hip and was in rehabilitation for two months. Then about six months later, our family noticed her

Dear Brother and Sister…

Blog, Current Events, Elder Care PlanningBy Kathy PattyApril 3, 2019

Dear Brother and Sister, Recently I was fortunate enough to be able to attend the Caring and Coping caregiver workshop put on by Alzheimer’s Tennessee. I want to share with you some of the things I learned. We have to learn to live in her reality now. She is not going to remember what she

Top 10 Scams that Target the Elderly

Blog, Current Events, General PlanningBy Kathy PattyMarch 21, 2019

Criminals tend to choose the easiest targets and awareness is the first step to prevention. Here are the top 10 most common financial scams to watch for!   1. IRS Impersonation – Scammers claim an individual owes back taxes and penalties and threatens arrest or home foreclosure unless the person pays immediately.   2. Robocalls

Holiday Season

3 Ways to Save Money this Holiday Season

Blog, Cash Flow Planning, Current Events, General PlanningBy Kathy PattyNovember 8, 2018

Looking for creative ways to save this holiday season? There are several approaches you can take to planning for the holidays. Budget vs. no budget Gifts for everyone, gifts for only immediate family, drawing names from a hat, or no gifts at all. Purchasing gifts vs. DIY. Travel vs. staying local. There are so many

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