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
  1199 Hits
1199 Hits

Search Blogs Module

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