Asset Planning, Inc Blog

The latest from the team.

More Scam Alerts and Security Tips

We've come across a few more scams that we thought you should be aware of...

The first one is a scam where an unknown number will call you and only ring once or twice and not leave a message. Your first instinct is to call them back to see who it is. It turns out that it is a 900 number you are calling back and you get charged for the call. The phone companies are not reversing the charges for these calls so be weary on calling back unusual numbers. My thought is if it's important whoever is calling you will leave a message.

Next, a client alerted us to a company that is offering free cell phones to seniors with low income. They ask for all your personal information such as social security numbers, drivers license numbers, etc. There are some legit companies out there that do offer these programs but there are also scammers out there trying to steal identities. Before giving out your personal information be sure to do your research on the company or person who you're dealing with. You don't want your information getting in the wrong hands.

Lastly, stay vigilant with people calling or emailing you and asking for your personal information. Legitimate companies will never call or email you to get passwords or social security numbers. One way to tell in an email is by looking at the grammar. More times than not on a scam email the grammar will be wrong. Also, NEVER click on a link sent to you in an email from someone you don't recognize. If you are in doubt about whether a request for information is legitimate or not, always call the company back on a number that you have looked up yourself, so you know that you're actually calling the right place.

If you have any scams that you would like to tell us about, so we can alert our clients, please email me at

We hope you all have a wonderful Memorial Day Weekend!


Continue reading
  222 Hits
222 Hits

Search Blogs Module

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