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