Asset Planning, Inc Blog

The latest from the team.
Font size: +
1 minute reading time (40 words)

Phone lines are temporarily down

We are switching our phone service so our main phone number (714-827-5794)  is temporarily down. If you need to reach us by phone please call Melani on her direct line at 714-780-2757.

Thank you for your understanding during our transition!

×
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.

Phones are back up!
Happy Thanksgiving from Asset Planning

Search Blogs Module

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