Asset Planning, Inc Blog

The latest from the team.
Font size: +
2 minutes reading time (341 words)

More Scam Alerts and Security Tips

We've come across a few more scams that we thought you should be aware of...

The first one is a scam where an unknown number will call you and only ring once or twice and not leave a message. Your first instinct is to call them back to see who it is. It turns out that it is a 900 number you are calling back and you get charged for the call. The phone companies are not reversing the charges for these calls so be weary on calling back unusual numbers. My thought is if it's important whoever is calling you will leave a message.

Next, a client alerted us to a company that is offering free cell phones to seniors with low income. They ask for all your personal information such as social security numbers, drivers license numbers, etc. There are some legit companies out there that do offer these programs but there are also scammers out there trying to steal identities. Before giving out your personal information be sure to do your research on the company or person who you're dealing with. You don't want your information getting in the wrong hands.

Lastly, stay vigilant with people calling or emailing you and asking for your personal information. Legitimate companies will never call or email you to get passwords or social security numbers. One way to tell in an email is by looking at the grammar. More times than not on a scam email the grammar will be wrong. Also, NEVER click on a link sent to you in an email from someone you don't recognize. If you are in doubt about whether a request for information is legitimate or not, always call the company back on a number that you have looked up yourself, so you know that you're actually calling the right place.

If you have any scams that you would like to tell us about, so we can alert our clients, please email me at melani@assetplanninginc.com

We hope you all have a wonderful Memorial Day Weekend!

Melani

×
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.

Sandy is Quoted in Financial Planning Magazine
Happy Anniversary Carol!

Related Posts

Search Blogs Module

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