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
  1605 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
COVID -19 virus gap insurance CFP ® assets debt cell phone carriers operations manager 23 andme Expired medications Erin Nelsen donation counts years April 11 spring cleaning insurance policies Orange County tax filing deadlines ice cream event information clone counterfeits Orange County Superior Court toilet paper clients show support wells Fargo retirement accounts estate account numbers Medicare plan flash drive Treasury Department student loans cell phone provider vision screening stimulus package partner /owner contribution limit fun facts documents asset Planning Medicare question phishing scams pet pets interest rates tax deadlines trust breach tax returns Shred paperwork earnings fallout business hours padlock tax season blog post paper records money California Lions Friends Open Enrollment donation items summer FSA executive order phone companies driver license web address clients banking retirement planning 20 year anniversary “ skimmer ”. TD Ameritrade National Ice Cream month relief efforts Affordable Care Act illiegal robocallers Joey Gonzales market turmoil ID card cell phone carriers offer credit score parking spots September 9 prescription eyeglasses interest spread bottom line emergency kit president Trump Labor Day Charles Schwab credit cards Economic Security Medicare Advantage card reader estate planning direction policy paperwork clutter home mortgages Medicare Part B premiums Federal Trade Commission website life saver markets settlement options credit card fraud 2017 IRA contributions July weekend estate planning memorial Day weekend CERTIFIED FINANCIAL PLANNER exam pet supplies October 1 2020. 401K April 18 2017. checklists water … self-help topics text messages home phone Healthcare IRA accounts holidays approach trustee vacation drive /usb offering insurance non-prescripstion sunglasses EEChecklist-Kits.pdf stockpilingchecklist.pdf email notifications increase chip-enabled EMV cards birth certificates insurance policy September 30 2020. https :// February 14 integral member notary services Auto insurance credit freeze Kraig Mathias https ://seekingalpha 2017 TD Ameritrade National LINC Conference cell phone SIM swap scam home emergency preparedness kits identity thieves payments 4 pm -8pm home break-ins Wells Fargo employees Amazon DNA test kits Coronavirus Aid car loans records tax deadline official certification IRS deadline privacy notices Notary Public Kiplinger Letter Financial Planning Magazine IRS fees fun atmosphere Puerto Rico FEMA website credit card company January 10 pet industry stock pile spam phone emergency folder cell phones 900 number emergency kits Asset Planning Social Security June 29 opt-out Flexible Spending Account earthquake app health care costs Part B hurricane Dorian Retirement Contribution Limits people medications privacy settings identity theft September 8 scams news coverage cell phone service provider CARES Act tax records disaster areas Victor Dergunov D premiums ice cream Wells Fargo customers rescue organizations coronavirus Two-Step Verification information Facebook app check lists Social Security Administration retirement Medicare pet donation drive Open House VOIP landline phones Facebook profile 70 1/2. investment statements home security borrowing money items home emergency kit team members July 4 Brexit vote Fox News story Mobile Banking Security Tips July 3 rd April 15 portal CA FTB health care services family members house sitter retirement plans 2018 IRA contributions credit monitoring service Medicare Part B 2017 Equifax breach Roth IRA Legal robocalls Ice Cream Social client portal company July 6 phishing sites Part D premiums . jury duty Supplemental Security Income media accounts consumer spending Independence Day