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
  1009 Hits

Search Blogs Module

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