Asset Planning, Inc Blog

The latest from the team.

Thank You! Thank you! Thank You!

Wow, is all we can say! We were blown away by how many clients were able to make it to our Ice Cream Social this year. This is truly one of our favorite events of the year because we get to see our clients out of the office in a fun atmosphere all while eating delicious ice cream. Here are some pictures from the Ice Cream Social. If you weren't able to make it this year, we hope to see you at the next one!

Pic 44 webPic 44 webPic 44 webPic 44 webPic 44 webPic 44 webPic 44 webPic 44 webPic 44 webPic 44 webPic 44 webPic 44 webPic 44 webPic 44 webPic 44 webPic 44 webPic 44 webPic 44 webPic 44 webPic 44 webPic 44 webPic 44 webPic 44 webPic 44 webPic 44 webPic 44 webPic 44 webPic 44 webPic 44 webPic 44 webPic 44 webPic 44 webPic 44 webPic 44 web

 

Continue reading
  1133 Hits

Search Blogs Module

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