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
  848 Hits

Search Blogs Module

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