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
  220 Hits
220 Hits

Search Blogs Module

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