Asset Planning, Inc Blog

The latest from the team.

Asset Planning, Inc. Celebrates 20 years!

NewAssetPlanningLogo

Asset Planning is proud to announce that we are celebrating our 20 year anniversary this week. API continues to expand and now has clients in 16 states and manages over 260 million dollars.  This is an exciting milestone for our company and we know that we would not be here today if it wasn’t for the commitment and support that we receive from our clients; some who have been with us from the very beginning. Our clients mean the world to us and we thank you for your continued loyalty and referrals that allow us to keep growing.

Continue reading
  1479 Hits

Search Blogs Module

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