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
  1255 Hits

Search Blogs Module

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