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
  1648 Hits

Search Blogs Module

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