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
  90 Hits
90 Hits

Search Blogs Module

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