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
  1177 Hits

Search Blogs Module

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