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
  290 Hits
290 Hits

Search Blogs Module

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