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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®
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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
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Tag Archives: legacy planning

Fair doesn’t always mean equal when distributing wealth

Blog, Estate PlanningBy Paul Fain, CFP®September 1, 2022

Fair doesn’t always mean equal when distributing wealth Paul Fain, CFP®   When the final bell tolls, how much money do you want to leave to your children? How much is too much? How much is too little? It is almost a rhetorical question since there isn’t a right or wrong answer. Years ago, I

You are building your legacy right now

Blog, General PlanningBy Paul Fain, CFP®December 1, 2021

You are building your legacy right now Paul Fain, CFP®   What does the term “legacy” mean to you? A few weeks ago, I had the honor of being a mentor at the Financial Planning Association’s Residency program. Working alongside five colleagues and training 28 resident students (newer financial planners), we pondered some of the “deep

Legacy Planning: Designating Your Beneficiaries

Blog, Estate PlanningBy Suzanne Hornick, CFP®February 9, 2021

Legacy Planning: Designating Your Beneficiaries | Suzanne Himes, CFP® & Steve Carlson   According to the Investment Company Institute, total US retirement assets exceed $23 trillion, mostly in employer-sponsored retirement plans and IRAs. How these assets transfer to the next generation is a very important part of the financial planning process. Typically, these assets will pass

Here’s a Merry Approach to Mortality

Blog, Current Events, Estate Planning, General PlanningBy Paul Fain, CFP®December 29, 2020

Here’s a Merry Approach to Mortality | Paul Fain The holidays (normally) conjure warm images of large family gathering with dinners, gift exchanges, and merriment. The holidays are different this year. As the COVID pandemic is filling ICUs across the country, our mortality has entered the national conversation. With that in mind, here’s a seemingly macabre

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

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