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

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

Search Blogs Module

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