Asset Planning, Inc Blog

The latest from the team.
Font size: +
1 minute reading time (158 words)

Reminders: Pet Donations and Document Shredding

All of us at Asset Planning hope everyone has had a great start to their New Year! I wanted to send out a few reminders as you may still be cleaning and organizing from all of the holiday madness.

We are still accepting pet supplies and old medications to donate for disaster relief until January 15th. If you have anything to donate please drop them off at our office by then.

Also, around this time you may be getting ready to do your taxes and are going through paperwork. This is a perfect time to remind you that we offer free document shredding for our clients all year long. If you have any sensitive paperwork that needs to be shredded you can bring that to the office any time.

If your items are bulky or heavy and you need assistance please call me in advance and I will be glad to help you.

Have a wonderful weekend!

Melani

×
Stay Informed

When you subscribe to the blog, we will send you an e-mail when there are new updates on the site so you wouldn't miss them.

Time for a Financial Checkup
Tax Reform: Summary of Changes

Search Blogs Module

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