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
  1829 Hits

Search Blogs Module

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