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
  179 Hits
179 Hits

Search Blogs Module

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