Asset Planning, Inc Blog

The latest from the team.

Sandy is Quoted in Financial Planning Magazine

On June 7, 2019, Sandy was quoted in an article in Financial Planning Magazine about the habits of highly successful advisors.

Check it out here!

Continue reading
  1150 Hits

Search Blogs Module

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