1 minute reading time (72 words)

Free Shredding!!!

Sending out a quick reminder that we offer free shredding for our clients! We utilize a company who is certified so you can be sure that your personal information is safe. You can drop it off to our office anytime. If you have a lot and it's too heavy to carry up to our suite, give me a call and I will come down and get it.

Have a wonderful weekend!

Melani

Pet Donation Drive
Update: Cell Phone SIM Swap Scam

Search Blogs Module

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