Asset Planning, Inc Blog

The latest from the team.

4th of July Holiday

4th of July

Our office will be closed on Monday, July 4th in observance of Independence Day.

We will resume normal business hours on Tuesday, July 5th.

From all of us at API, we wish you a safe and happy holiday!

Continue reading
  1808 Hits

Search Blogs Module

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