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
  217 Hits
217 Hits

Search Blogs Module

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