Asset Planning, Inc Blog

The latest from the team.

More Scam Alerts and Security Tips

We've come across a few more scams that we thought you should be aware of...

The first one is a scam where an unknown number will call you and only ring once or twice and not leave a message. Your first instinct is to call them back to see who it is. It turns out that it is a 900 number you are calling back and you get charged for the call. The phone companies are not reversing the charges for these calls so be weary on calling back unusual numbers. My thought is if it's important whoever is calling you will leave a message.

Next, a client alerted us to a company that is offering free cell phones to seniors with low income. They ask for all your personal information such as social security numbers, drivers license numbers, etc. There are some legit companies out there that do offer these programs but there are also scammers out there trying to steal identities. Before giving out your personal information be sure to do your research on the company or person who you're dealing with. You don't want your information getting in the wrong hands.

Lastly, stay vigilant with people calling or emailing you and asking for your personal information. Legitimate companies will never call or email you to get passwords or social security numbers. One way to tell in an email is by looking at the grammar. More times than not on a scam email the grammar will be wrong. Also, NEVER click on a link sent to you in an email from someone you don't recognize. If you are in doubt about whether a request for information is legitimate or not, always call the company back on a number that you have looked up yourself, so you know that you're actually calling the right place.

If you have any scams that you would like to tell us about, so we can alert our clients, please email me at melani@assetplanninginc.com

We hope you all have a wonderful Memorial Day Weekend!

Melani

Continue reading
  61 Hits
61 Hits

Search Blogs Module

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