Asset Planning, Inc Blog

The latest from the team.

Internet Security


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
  944 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.

Happy Mother's Day weekend to you all!


Continue reading
  1050 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 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:

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
  1564 Hits

Search Blogs Module

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