Asset Planning, Inc Blog

The latest from the team.
Font size: +
1 minute reading time (46 words)

Happy 4th of July!

sparklers 923029 1920

Asset Planning wishes all of our clients and their familes a wonderful and safe 4th of July!

Our offices will have limited staffing on Monday, July 3rd and will be closed on Tuesday, July 4th.

We will return to normal business hours on Wednesday, July 5th.

×
Stay Informed

When you subscribe to the blog, we will send you an e-mail when there are new updates on the site so you wouldn't miss them.

Big Changes in the Somoano Household
Fireworks and Your Dog: Keeping Your Dog Calm

Search Blogs Module

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