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 melani@assetplanninginc.com

We hope you all have a wonderful Memorial Day Weekend!

Melani

Continue reading
  1269 Hits

Search Blogs Module

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