Asset Planning, Inc Blog

The latest from the team.

Keeping You Updated

As you know, all of us at Asset Planning put our clients personal and financial well-being as our number one priority. One of the ways we do this is by keeping you updated on any potential dangers when it comes to fraud and scams that we hear about. While doing research on a scam we were alerted to, I came across the Federal Trade Commission website. Along with many other self-help topics, there are two sections dedicated to privacy, identity & online security and scams. There you can find useful tips and recent information on scams going around. I found this website to be a useful tool in my research and I was even able to sign up for email notifications to alert me to any new scams they have been notified of. If you are interested in keeping up with the latest news on these sorts of things click on this link and sign up for email updates.

Continue reading
  567 Hits
567 Hits

Search Blogs Module

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