Asset Planning, Inc Blog

The latest from the team.

4th of July Holiday

4th of July

Our office will be closed on Monday, July 4th in observance of Independence Day.

We will resume normal business hours on Tuesday, July 5th.

From all of us at API, we wish you a safe and happy holiday!

Continue reading
  1804 Hits

Search Blogs Module

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