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