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
  62 Hits
62 Hits

Search Blogs Module

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