Asset Planning, Inc Blog

The latest from the team.

Congratulations Samantha

We are elated to announce that Samantha has passed her CERTIFIED FINANCIAL PLANNER™ exam! We would like to congratulate her on this huge accomplishment as well as acknowledge all of the hard work she has put into studying for this exam and just know that she is going to do well. Once she receives her official certification we will have 4 CERTIFIED FINANCIAL PLANNERS™ in the office to help with your financial planning needs.

Continue reading
  1717 Hits

Search Blogs Module

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