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
  1484 Hits

Search Blogs Module

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