Asset Planning, Inc Blog

The latest from the team.

Keeping You Updated

As you know, all of us at Asset Planning put our clients personal and financial well-being as our number one priority. One of the ways we do this is by keeping you updated on any potential dangers when it comes to fraud and scams that we hear about. While doing research on a scam we were alerted to, I came across the Federal Trade Commission website. Along with many other self-help topics, there are two sections dedicated to privacy, identity & online security and scams. There you can find useful tips and recent information on scams going around. I found this website to be a useful tool in my research and I was even able to sign up for email notifications to alert me to any new scams they have been notified of. If you are interested in keeping up with the latest news on these sorts of things click on this link and sign up for email updates.

Continue reading
  1259 Hits

Search Blogs Module

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