Asset Planning, Inc Blog

The latest from the team.
December, 2019
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Phones are back up!
Tis the Season for Scammers
Happy Holidays from Asset Planning Inc!

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