Asset Planning, Inc Blog

The latest from the team.
Asset Planning News & Events
Melani Port

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

Continue reading
  1220 Hits
Tweet
Melani Port

Happy Labor Day

In observance of the Labor Day Holiday we will be closed on Monday, September 4th.

We will be returning to normal business hours on Tuesday, September 5th.

We hope that everyone enjoys their holiday weekend!

Continue reading
  1341 Hits
Tweet
Sandra Field, MBA, CFP®

API Ice Cream Event

imagejpeg 0 web

We would like to say thank you to everyone who came out to help us celebrate National Ice Cream month at our ice cream event last week. We all had a great time and truly enjoy events where we're able to relax and have some fun with our clients. I have some great pictures of everyone and will be posting them on our Facebook page.

I look forward to seeing you all at our next one!

Sandy

 

Continue reading
  1557 Hits
Tags:
National Ice Cream month
Tweet
Erin Nelsen, CFP®

Asset Planning is recognized in Financial Advisor Magazine

We are pleased to announce that Asset Planning has been recognized in Financial Advisor Magazine's annual top RIA rankings. Click the link below to read the full article and see the rankings.

Financial Advisor Magazine's annual top RIA ranking

 

Continue reading
  1386 Hits
Tweet
Melani Port

I Scream...You Scream...We All Scream for Ice Cream!

Come help us celebrate National Ice Cream month this Thursday, July 27th from 1pm-3pm at Churned Creamery in Cypress. We would love to see you!

Ice Cream Event Flyer 2

 

Continue reading
  2626 Hits
Tweet
Erin Nelsen, CFP®

Sandy was Quoted in Financial Planning Magazine

Financial Planning Magazine reached out to Sandy to get her reaction to President Trump's proposed tax cuts for businesses and the elimination of certain deductions. This is what she had to say. You can read the full article here: http://www.financial-planning.com/list/rias-support-trump-tax-cuts-for-businesses

Sandys quote on Trumps tax cut in Financial Planning Magazine

Continue reading
  1515 Hits
Tweet
Sandra Field, MBA, CFP®

YOLO

Sandy in the Amazon

During my 30 year career I have encouraged  clients to carefully save and prepare for retirement. Now I want you to reach beyond your comfort zone and embrace something new, something exciting, possibly scary. I was recently in the Galapagos and loved that portion of the trip but I also signed up for an Amazon rainforest extension that pushed my boundaries. This self-declared "prissy girl" was going to a very remote part of the world, completely off the grid. No cell, wifi, satellite, news or electricity- which was great for my daughter to be unconnected. We had dim light by solar, hunidity, heat, lots of bugs, birds, snakes, caimans and creatures. I was in a swamp with the Shaman, a medicine man, a healer of the community. To appreciate what we have, go to where they have not. View the world as exciting and try a new hobby, volunteer, give back, get involved. YOLO means "you only live once" and I have lived by that attitude for years. Take the road less traveled. Take a leap.

Continue reading
  1595 Hits
Tweet
Carol Somoano, MBA, CFP®

Congratulations Melani!

Registerred Paraplanner Logo

We are pleased to announce that Melani has earned her Registered ParaplannerSM designation. The coursework she completed has given her the financial knowledge necessary to assist our CERTIFIED FINANCIAL PLANNERSTM in constructing financial plans for our clients. She will work closely with our advisors and is a valuable member of our financial planning team.

Continue reading
  1663 Hits
Tweet
Melani Port

2017 TD Ameritrade National LINC Conference

TD Conference 2016

Carol, Sandy and Samantha attended the 2017 TD Ameritrade National LINC Conference in San Diego last week. This conference is a great opportunity to stay up to date on the latest industry trends as well as network with their peers, industry experts and technology partners. The information that they take away from the conference helps them continue to expand their knowledge and better service their clients needs.

Continue reading
  1811 Hits
Tags:
2017 TD Ameritrade National LINC Conference
Tweet
Erin Nelsen, CFP®

New Client Portal

We are excited to announce that we now have a secure portal to transmit sensitive information to and from our clients. We will use this portal to send reports and documents electronically with sensitive information including full account numbers, social security numbers, etc. Each client portal is individual and you will be required to set up a log in to receive and send documents. In order to set up the portal and receive your documents, you will be sent an email with a link to your portal site. You will need to click on the link or copy and paste the web address in to your browser. If you are interested in receiving your quarterly statements electronically through the portal please contact me at sjg@assetplanninginc.com or Melani at melani@assetplanninginc.com and we will be glad to set you up on the portal.

Continue reading
  1609 Hits
Tags:
client portal portal
Tweet

Search Blogs Module

Latest Blogs

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