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
  691 Hits
691 Hits

Search Blogs Module

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