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 for details.


Sandy, Carol and Erin

Continue reading
  191 Hits
191 Hits

Search Blogs Module

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