Asset Planning, Inc Blog

The latest from the team.

Happy 4th of July!

4th of July

In observance of 4th of July, our office will be closed Friday, July 3rd.

We will resume normal business hours on Monday, July 6th.

Wishing all of our clients a happy and safe 4th of July weekend!

Continue reading
  1697 Hits

Search Blogs Module

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