Asset Planning, Inc Blog

The latest from the team.

CFP ®

Subscribe to this list via RSS
Carol Somoano, MBA, CFP®

Congratulations Erin Nelsen!

We are pleased and excited to announce that Erin Nelsen, CFP® is now a partner/owner at Asset Planning, Inc. Erin has been with Asset Planning, Inc. since 2007. She has had been an integral member of our team and overall growth of our firm for the past 12 years. We look forward to the future with her as a partner and the continued success of Asset Planning.

Erins headshot for websites

https://www.assetplanninginc.com/erin-nelsen

 

Continue reading
  1302 Hits
Tags:
integral member Asset Planning partner /owner CFP ® Erin Nelsen
Tweet

Search Blogs Module

Latest Blogs

Wait a minute, while we are rendering the calendar

Blog Categories

Uncategorized
Asset Planning News & Events
General Personal Finance
Financial Security
Retirement
Investing
Tax Planning
Widow & Estate Planning
Widow & Estate Planninng
Cash Management
tax season Charles Schwab July 6 ID card Supplemental Security Income Medicare plan cell phone SIM swap scam Auto insurance September 30 2020. trustee holidays approach house sitter credit card company pet supplies cell phone carriers text messages cell phone service provider breach home emergency kit paperwork clutter prescription eyeglasses market turmoil CA FTB CARES Act tax filing deadlines 2018 IRA contributions health care costs Notary Public information 2017 IRA contributions 2017 TD Ameritrade National LINC Conference portal increase July weekend credit monitoring service card reader Orange County Legal robocalls privacy notices fun facts clients flash drive 900 number Flexible Spending Account parking spots July 3 rd Medicare chip-enabled EMV cards Economic Security privacy settings Medicare Part B news coverage settlement options bottom line Joey Gonzales consumer spending CERTIFIED FINANCIAL PLANNER exam phishing scams Labor Day ice cream event cell phone carriers offer CFP ® vision screening web address July 4 non-prescripstion sunglasses tax deadlines scams D premiums credit freeze self-help topics donation counts spring cleaning spam phone September 9 driver license retirement 23 andme donation items Amazon COVID -19 virus Healthcare Medicare Advantage Roth IRA June 29 https ://seekingalpha April 11 investment statements coronavirus car loans April 18 2017. stimulus package media accounts “ skimmer ”. wells Fargo Victor Dergunov Social Security Administration documents integral member EEChecklist-Kits.pdf stockpilingchecklist.pdf tax returns emergency kit stock pile Asset Planning operations manager Ice Cream Social insurance policy cell phone provider ice cream interest toilet paper app 4 pm -8pm April 15 Brexit vote summer phone team members disaster areas Puerto Rico October 1 2020. Shred paperwork student loans home mortgages markets Medicare Part B premiums Mobile Banking Security Tips January 10 Federal Trade Commission website Kiplinger Letter Wells Fargo employees check lists people medications trust TD Ameritrade memorial Day weekend home break-ins pet padlock Treasury Department records retirement accounts cell phones client portal information Facebook hurricane Dorian Open Enrollment opt-out Kraig Mathias estate planning direction contribution limit health care services phone companies assets borrowing money offering insurance California Lions Friends February 14 home emergency preparedness kits banking Wells Fargo customers VOIP landline phones Affordable Care Act family members items gap insurance checklists FSA home National Ice Cream month partner /owner paper records FEMA website company DNA test kits Medicare question 70 1/2. Fox News story blog post Erin Nelsen Social Security https :// Coronavirus Aid money Two-Step Verification tax records IRS deadline tax deadline home security 2017 Equifax breach notary services life saver 20 year anniversary 401K fun atmosphere Independence Day president Trump email notifications vacation rescue organizations Expired medications policy birth certificates emergency kits earthquake app insurance policies phishing sites Retirement Contribution Limits Financial Planning Magazine credit card fraud earnings fallout clone counterfeits asset Planning jury duty estate planning spread water … pet industry Open House Part B pets retirement planning years payments estate illiegal robocallers identity thieves IRA accounts Facebook profile emergency folder pet donation drive Orange County Superior Court official certification relief efforts drive /usb fees retirement plans debt business hours account numbers credit score IRS September 8 interest rates credit cards identity theft executive order Part D premiums . clients show support