Sandra C. Field, MBA, CFP®

1 minute reading time (56 words)

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!

More Scam Alerts and Security Tips
Congratulations Erin Nelsen!

Search Blogs Module

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