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
  991 Hits

Search Blogs Module

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