Asset Planning, Inc Blog

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