Asset Planning, Inc Blog

The latest from the team.

CFP ®

Subscribe to this list via RSS
Carol Somoano, MBA, CFP®

Congratulations Erin Nelsen!

We are pleased and excited to announce that Erin Nelsen, CFP® is now a partner/owner at Asset Planning, Inc. Erin has been with Asset Planning, Inc. since 2007. She has had been an integral member of our team and overall growth of our firm for the past 12 years. We look forward to the future with her as a partner and the continued success of Asset Planning.

Erins headshot for websites

https://www.assetplanninginc.com/erin-nelsen

 

Continue reading
  1075 Hits
Tags:
integral member Asset Planning partner /owner CFP ® Erin Nelsen
Tweet

Search Blogs Module

Latest Blogs

Wait a minute, while we are rendering the calendar

Blog Categories

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