Asset Planning, Inc Blog

The latest from the team.
Font size: +
1 minute reading time (53 words)

Tis the Season for Scammers

The holiday season brings out a lot of good in most people but there are many that look to take advantage at this time of year as well. Here is an article from the FTC with things to remember when purchasing gift cards for family and friends.

Tips for holiday gift card shopping

×
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.

Happy Holidays from Asset Planning Inc!
Phones are back up!

Search Blogs Module

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