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
  1332 Hits

Search Blogs Module

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