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
  446 Hits
446 Hits

Search Blogs Module

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