Asset Planning, Inc Blog

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