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
  262 Hits
262 Hits

Search Blogs Module

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