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
  24 Hits
24 Hits

Search Blogs Module

Wait a minute, while we are rendering the calendar
April 11 retirement planning emergency kit information Facebook company pets 70 1/2. opt-out birth certificates Kraig Mathias identity thieves D premiums spam phone trustee retirement accounts non-prescripstion sunglasses asset Planning IRA accounts “ skimmer ”. Part B money Healthcare 2017 TD Ameritrade National LINC Conference health care costs disaster areas cell phones Orange County Superior Court paperwork clutter Erin Nelsen home security jury duty credit freeze credit card fraud relief efforts debt credit cards https ://seekingalpha retirement plans chip-enabled EMV cards IRS deadline flash drive spring cleaning memorial Day weekend estate 4 pm -8pm partner /owner clients Part D premiums . Open House Affordable Care Act bottom line credit score estate planning ID card National Ice Cream month phishing sites pet industry identity theft Independence Day Social Security Administration portal FEMA website tax deadline parking spots 2017 IRA contributions notary services home mortgages April 18 2017. blog post padlock privacy notices Medicare policy Financial Planning Magazine CFP ® information executive order clients show support April 15 interest rates consumer spending house sitter vision screening insurance policy June 29 app Fox News story borrowing money Amazon clone counterfeits October 1 2020. Medicare question Two-Step Verification Roth IRA Open Enrollment fees wells Fargo DNA test kits fun facts client portal official certification July 4 retirement pet web address Wells Fargo customers tax season home break-ins earthquake app home account numbers card reader Victor Dergunov ice cream event drive /usb driver license Brexit vote contribution limit privacy settings summer Puerto Rico https :// vacation Medicare Part B 2018 IRA contributions pet supplies rescue organizations Flexible Spending Account FSA Orange County 401K Notary Public president Trump cell phone carriers offer insurance policies assets Auto insurance Medicare Part B premiums car loans emergency folder Kiplinger Letter illiegal robocallers documents Legal robocalls 900 number phishing scams Treasury Department Shred paperwork increase credit card company California Lions Friends Supplemental Security Income Retirement Contribution Limits Wells Fargo employees gap insurance banking CERTIFIED FINANCIAL PLANNER exam phone companies 23 andme prescription eyeglasses Facebook profile Asset Planning trust 20 year anniversary integral member investment statements Social Security VOIP landline phones Mobile Banking Security Tips