Asset Planning, Inc Blog

The latest from the team.

Congratulations Samantha

We are elated to announce that Samantha has passed her CERTIFIED FINANCIAL PLANNER™ exam! We would like to congratulate her on this huge accomplishment as well as acknowledge all of the hard work she has put into studying for this exam and just know that she is going to do well. Once she receives her official certification we will have 4 CERTIFIED FINANCIAL PLANNERS™ in the office to help with your financial planning needs.

Continue reading
  1101 Hits
1101 Hits

Search Blogs Module

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