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

We hope you all have a wonderful Memorial Day Weekend!


Continue reading
  1137 Hits

Search Blogs Module

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