Asset Planning, Inc Blog

The latest from the team.

partner /owner

Subscribe to this list via RSS
Carol Somoano, MBA, CFP®

Congratulations Erin Nelsen!

We are pleased and excited to announce that Erin Nelsen, CFP® is now a partner/owner at Asset Planning, Inc. Erin has been with Asset Planning, Inc. since 2007. She has had been an integral member of our team and overall growth of our firm for the past 12 years. We look forward to the future with her as a partner and the continued success of Asset Planning.

Erins headshot for websites

https://www.assetplanninginc.com/erin-nelsen

 

Continue reading
  1299 Hits
Tags:
integral member Asset Planning partner /owner CFP ® Erin Nelsen
Tweet

Search Blogs Module

Latest Blogs

Wait a minute, while we are rendering the calendar

Blog Categories

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