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
  461 Hits
461 Hits

Search Blogs Module

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