Asset Planning, Inc Blog

The latest from the team.

Internet Security

Padlock

When browsing the internet and logging into certain sites, it's become almost habit to look for the little green padlock to make sure that you are entering a secure website. well, unfortunately a lot of phishing sites have started using the green padlock as well to try to fool the average user. These phishing sites try to copy a legitimate site, pose as an online retailer or other trusted site. Their goal is for you to trust them and enter your personal information, so it can be sold on the dark web and used for identity theft. It's important to always remember to look for the https:// displayed in front of the web address. The padlock by itself means nothing.

Continue reading
  1417 Hits

Public Wi-Fi: Don't Do It

Here is a great article with lots of information on the dangers of using public wi-fi. There are some interesting facts that I never even thought of. For example, hackers are not only looking for your personal identifying information but they also are looking at your browsing history to be able to target you in phishing scams based on your interests. These phishing scams come in the form of robocalls, free apps and targeted ads. As always we want you to take every precaution to safeguard yourself from identity theft. This article is definitely worth the read.

https://lifelockunlocked.com/tips/lowdown-public-wi-fi/?cid=em_eNews_vol5_onboardingdbm_readmore_-_

Happy Mother's Day weekend to you all!

Samantha

Continue reading
  1535 Hits

Protect Your Information on the Internet

Be wary of a new websites that makes it very easy for literally anyone to get your personal information. There are numerous websites that offer this information but one of the newest and easiest is FamilyTreeNow.com. In a couple of clicks you can find out virtually anything you would like to know about someone including their address, phone number and possible relatives. The amount of information listed on these sites is scary and makes you a perfect target for identity theft. The sad part about it is that it is perfectly legal for these sites to post this information because it is considered public information. There are somethings you can do about it though. Here are some tips we took from the article from Cyber Security experts with the LAPD.

1) Send mail to a box rental service that lets you use a street address over a P.O. box number (since no one will believe you actually live where a P.O. box number is located)

2) Buy property through a blind trust if you can, so your name isn't linked to where you live. The downside is this is very expensive, and it also can make selling your property more challenging.

3) Give out a Google voice number instead of your actual cell phone number.

4) Opt out of information gathering websites.

Here are the opt-out pages for a few of them: 

FamilyTreeNow.com: https://www.familytreenow.com/optout

Intelius.com: https://www.intelius.com/optout.php

LexisNexis.com: https://www.lexisnexis.com/privacy/directmarketingopt-out.aspx

WhitePages.com: https://premium.whitepages.com/help#about

Spokeo.com: http://www.spokeo.com/opt_out/new

411.info: https://411.info/manage/

ZoomInfo.com: http://www.zoominfo.com/lookupEmail

PeopleSmart.com: https://www.peoplesmart.com/optout-go

BeenVerified.com: https://www.beenverified.com/f/optout/search

PeopleFinder.com: http://www.peoplefinder.com/optout.php

If you need assistance with any of these steps, please feel free to call the office to make an appointment and we will be happy to assist you.

Continue reading
  2024 Hits

Search Blogs Module

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