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
  1201 Hits

Search Blogs Module

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