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
  179 Hits
179 Hits

Search Blogs Module

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