Asset Planning, Inc Blog

The latest from the team.

Sandy is Quoted in Financial Planning Magazine

On June 7, 2019, Sandy was quoted in an article in Financial Planning Magazine about the habits of highly successful advisors.

Check it out here!

Continue reading
  28 Hits
28 Hits

Happy Anniversary Carol!

Today marks Carol's 14th year with API. We are a family here and we truly appreciate her and all she does for the company and our clients. We celebrated her today by surprising her with flowers and her favorite breakfast of bagels and lox with all the fixings. Cheers to many more years with Asset Planning!

Continue reading
  30 Hits
30 Hits

Congratulations Erin Nelsen!

We are pleased and excited to announce that Erin Nelsen, CFP® is now a partner/owner at Asset Planning, Inc. Erin has been with Asset Planning, Inc. since 2007. She has had been an integral member of our team and overall growth of our firm for the past 12 years. We look forward to the future with her as a partner and the continued success of Asset Planning.

Erins headshot for websites

https://www.assetplanninginc.com/erin-nelsen

 

Continue reading
  53 Hits
53 Hits

Wishing you a Happy Easter and Happy Passover!

Easter and Passover 2019.

Continue reading
  64 Hits
64 Hits

Happy Holidays!

**************************************************************************************************************************

Christmas 2018 Blog Photo

**************************************************************************************************************************

Continue reading
  121 Hits
121 Hits

****Newsletter Correction****

In the Large Vacation and Purchase planning article the married couples income would need to be over $170,000, not 107,000 to see an increase in premiums. So sorry for any confusion this may have caused.

Continue reading
  248 Hits
248 Hits

Wedding Bells!

Kats Wedding Family Web

From left to right-Kimberly, Dexter, me, Kat, Luke, Jorge, Kyle

The highlight of my summer was the wedding of my youngest daughter, Kat, to my new son-in-law, Luke. They were married at Old Ranch Country Club in Seal Beach and it was a beautiful day! He is from Australia and we had quite a fun wedding with the visiting Aussie relatives. The whole family was involved in the wedding, even Dexter (our dog) – he was the flower dog! The planning and details that go into planning a wedding are intense and if you ever need any referrals for photographer, florist, etc. just let me know. We had a great team.    

 

Continue reading
  284 Hits
284 Hits

Not Just Tourists- Volunteer Opportunity and Suitcase Donation Drive

Not Just Tourists is a non-political, non-religious, volunteer run program that collects unused medical supplies for those in countries who can't afford them. They collect these supplies from hospitals, clinics, medical suppliers and individuals, pack them in a suitcase and send them with a person traveling to a country in need. The travelor checks the suitcase in on their flight and then delivers the suitcase to a local clinic in the country that they are traveling to. When we heard about this program we just knew that we would have clients who would be interested in helping out during their travels.

Ways you can help:

Volunteer

Donate Suitcases

Donate Medical Supplies

Take Supplies

We will be collecting suitcases at our office to donate to the Orange County Chapter of Not Just Tourists. They prefer donations of full-sized suitcases, but they welcome carry-on size as well. Suitcases should be clean, not too heavy or large, close easily and not be broken or badly torn.

The deadline to drop off your suitcases to our office is Thursday, August 30th.

Our Address

Asset Planning, Inc

10833 Valley View St, Ste 470

Cypress, CA

90630

For more information about the program or to sign up to take a suitcase of supplies with you please go to their website Not Just Tourists.

There you will find detailed FAQ page with any questions you may have.

Continue reading
  278 Hits
278 Hits

Pictures from Our 2nd Annual Ice Cream Social

We had an absolute blast catching up with our clients at our ice cream social on Tuesday. The weather was beautiful, the ice cream was delicious and the company was fantastic! Thank you for all of you who attended. We love the moments when we can sit and chat with you all. Our photo booth pictures were so much fun! Hope to see you all at the next one.

Pic 46 webPic 46 webPic 46 webPic 46 webPic 46 webPic 46 webPic 46 webPic 46 webPic 46 webPic 46 webPic 46 webPic 46 webPic 46 webPic 46 webPic 46 webPic 46 webPic 46 webPic 46 webPic 46 webPic 46 webPic 46 webPic 46 webPic 46 webPic 46 webPic 46 webPic 46 webPic 46 webPic 46 webPic 46 webPic 19 web

 

Continue reading
  368 Hits
368 Hits

2nd Annual Ice Cream Social

It was so great catching up with all of you at our last ice cream event that we decided to have another one.

Come beat the heat and grab something sweet to eat!

Bring your friends, neighbors and kids! We'd love to see everyone there!

 

Ice Cream Flyer 2018

Continue reading
  409 Hits
409 Hits

Search Blogs Module

Wait a minute, while we are rendering the calendar
2017 IRA contributions money driver license retirement accounts 2018 IRA contributions Puerto Rico pet Victor Dergunov Auto insurance rescue organizations padlock pets vacation Open Enrollment asset Planning October 1 2020. Roth IRA disaster areas home mortgages Wells Fargo customers assets Two-Step Verification Mobile Banking Security Tips portal illiegal robocallers California Lions Friends cell phone carriers offer information executive order Independence Day earthquake app house sitter estate trustee Supplemental Security Income Flexible Spending Account April 15 Part D premiums . tax season Brexit vote privacy notices policy clients show support clients identity theft home 70 1/2. phishing scams wells Fargo Open House Healthcare Treasury Department Orange County birth certificates retirement planning insurance policy flash drive Asset Planning Legal robocalls CFP ® contribution limit car loans president Trump Shred paperwork pet industry chip-enabled EMV cards drive /usb emergency kit 2017 TD Ameritrade National LINC Conference Part B 900 number fees phishing sites DNA test kits retirement spam phone information Facebook consumer spending credit score non-prescripstion sunglasses credit card company paperwork clutter summer pet supplies partner /owner integral member https ://seekingalpha home security Affordable Care Act cell phones memorial Day weekend Financial Planning Magazine trust interest rates web address D premiums Medicare Part B app blog post privacy settings identity thieves fun facts Medicare company 401K Orange County Superior Court ID card emergency folder credit card fraud July 4 Kraig Mathias jury duty Wells Fargo employees retirement plans insurance policies credit cards account numbers gap insurance increase April 18 2017. 20 year anniversary ice cream event National Ice Cream month Medicare question 23 andme Retirement Contribution Limits estate planning relief efforts VOIP landline phones FEMA website credit freeze debt June 29 IRS deadline prescription eyeglasses 4 pm -8pm banking borrowing money https :// Notary Public client portal Fox News story April 11 home break-ins clone counterfeits CERTIFIED FINANCIAL PLANNER exam vision screening phone companies Social Security opt-out FSA parking spots Facebook profile documents “ skimmer ”. health care costs bottom line Amazon Social Security Administration IRA accounts notary services tax deadline spring cleaning Erin Nelsen Kiplinger Letter investment statements card reader official certification Medicare Part B premiums