Staff Update

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