Asset Planning, Inc Blog

The latest from the team.

Happy 4th of July!

4th of July

In observance of 4th of July, our office will be closed Friday, July 3rd.

We will resume normal business hours on Monday, July 6th.

Wishing all of our clients a happy and safe 4th of July weekend!

Continue reading
  1359 Hits

Search Blogs Module

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