Happy Thanksgiving from Asset Planning

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