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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

family

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…

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Caregivers: Don’t Forget To Invest In Your Own Health

Blog, General PlanningBy Maeve SmithMarch 26, 2019

If you are caring for a loved one with dementia, Alzheimer’s or another illness, taking care of yourself is one of the most important things you can do for them and you. Being a caregiver can take so much out of you mentally, physically, and emotionally, but there are things you can do to reduce…

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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…

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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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Giving Thanks

Current Events, General PlanningBy Paul Fain, CFP®November 29, 2017

A Message of Thankfulness from Paul Fain My college freshman son came home for the holiday weekend. As he packed his car to return to campus, I offered him some gas money. “No thanks, I’ll manage,” he responded. I shoved the twenty dollar bill back into my wallet in disbelief.   I am thankful that…

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Last Will

Sunday Money: Disinheritance

Blog, Estate Planning, General PlanningBy Paul Fain, CFP®June 11, 2017

WBIR: Has someone in the family gotten on your bad side!? Well…you could always disinherit them!  Understandably, disinheriting an individual from your will can be a difficult decision. Should you? Could you? Certified Financial Planner Paul Fain joins us now to discuss this delicate topic and your estate plan.   HOW CAN A FAMILY MEMBER…

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