Asset Planning, Inc Blog

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