Asset Planning, Inc Blog

The latest from the team.

More Scam Alerts and Security Tips

We've come across a few more scams that we thought you should be aware of...

The first one is a scam where an unknown number will call you and only ring once or twice and not leave a message. Your first instinct is to call them back to see who it is. It turns out that it is a 900 number you are calling back and you get charged for the call. The phone companies are not reversing the charges for these calls so be weary on calling back unusual numbers. My thought is if it's important whoever is calling you will leave a message.

Next, a client alerted us to a company that is offering free cell phones to seniors with low income. They ask for all your personal information such as social security numbers, drivers license numbers, etc. There are some legit companies out there that do offer these programs but there are also scammers out there trying to steal identities. Before giving out your personal information be sure to do your research on the company or person who you're dealing with. You don't want your information getting in the wrong hands.

Lastly, stay vigilant with people calling or emailing you and asking for your personal information. Legitimate companies will never call or email you to get passwords or social security numbers. One way to tell in an email is by looking at the grammar. More times than not on a scam email the grammar will be wrong. Also, NEVER click on a link sent to you in an email from someone you don't recognize. If you are in doubt about whether a request for information is legitimate or not, always call the company back on a number that you have looked up yourself, so you know that you're actually calling the right place.

If you have any scams that you would like to tell us about, so we can alert our clients, please email me at melani@assetplanninginc.com

We hope you all have a wonderful Memorial Day Weekend!

Melani

Continue reading
  1314 Hits

Search Blogs Module

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