Asset Planning, Inc Blog

The latest from the team.
Font size: +
1 minute reading time (159 words)

Keeping You Updated

As you know, all of us at Asset Planning put our clients personal and financial well-being as our number one priority. One of the ways we do this is by keeping you updated on any potential dangers when it comes to fraud and scams that we hear about. While doing research on a scam we were alerted to, I came across the Federal Trade Commission website. Along with many other self-help topics, there are two sections dedicated to privacy, identity & online security and scams. There you can find useful tips and recent information on scams going around. I found this website to be a useful tool in my research and I was even able to sign up for email notifications to alert me to any new scams they have been notified of. If you are interested in keeping up with the latest news on these sorts of things click on this link and sign up for email updates.

Emergency Preparedness Kit
Do You Have a Plan for Your Aging Parents?

Related Posts

Search Blogs Module

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