Asset Planning, Inc Blog

The latest from the team.

Keeping You Updated

As you know, all of us at Asset Planning put our clients personal and financial well-being as our number one priority. One of the ways we do this is by keeping you updated on any potential dangers when it comes to fraud and scams that we hear about. While doing research on a scam we were alerted to, I came across the Federal Trade Commission website. Along with many other self-help topics, there are two sections dedicated to privacy, identity & online security and scams. There you can find useful tips and recent information on scams going around. I found this website to be a useful tool in my research and I was even able to sign up for email notifications to alert me to any new scams they have been notified of. If you are interested in keeping up with the latest news on these sorts of things click on this link and sign up for email updates.

Continue reading
  1264 Hits

Search Blogs Module

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