Asset Planning, Inc Blog

The latest from the team.

Schwab and TD Ameritrade Merger

Dear Clients,

As you may have heard in the news, Charles Schwab and TD Ameritrade have reached an agreement for Schwab to acquire TD Ameritrade. The combined company will retain the Schwab name, and will reflect the best that each legacy firm has to offer, including leading wealth management and trading platforms.

For now, the transaction is subject to customary closing conditions and is expected to close in the second half of 2020. During that time, there should be no impact to how you work with us or TD Ameritrade Institutional.

If you have any questions, please feel free to reach out. If you would like to learn more about the transaction, visit www.amtd.com for details.

Sincerely,

Sandy, Carol and Erin

Continue reading
  843 Hits

Search Blogs Module

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