Asset Planning, Inc Blog

The latest from the team.

Eyeglass Drive for California Lions Friends in Sight

Asset Planning is collecting used prescription eyeglasses, non-prescription sunglasses, readers and even broken glasses. These glasses will be donated to the California Lions Friends in Sight. This organization provides free vision screening and free recycled eyeglasses to those in need.

If you have any eyeglasses that you wish to donate you can drop them off at our office anytime from now until May 25th.

Thank you in advance for your donations!

Continue reading
  1489 Hits

Search Blogs Module

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