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