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
  1123 Hits

Search Blogs Module

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