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
  82 Hits
82 Hits

Search Blogs Module

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