Asset Planning, Inc Blog

The latest from the team.
Font size: +
1 minute reading time (138 words)

Update

We successfully raised $15,000 with our Annual Gail Moreno Golf Tournament with the proceeds being donated to Breast Cancer Angels!  Thank you to all of our sponsors and everyone who participated in the tournament!  


In late January, Sandy flew to Florida to attend the ETF Conference and Carol attended the annual TD Ameritrade Conference in San Diego.  These conferences help us to stay on top of the latest trends and connect with other advisors and professionals.


One more piece of news: Asset Planning will not send out money with an email request.  Please call the office to request funds.  If you do send an email, our office will call you to confirm the request.  This is due to hackers sending email requests for funds using client information.  Phone verification allows us to protect you and your funds. 

×
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.

Malicious Tagging Scam
Special Needs Trust Workshop

Search Blogs Module

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