Asset Planning, Inc Blog

The latest from the team.

Cell Phone SIM Swap Scam

Just when we thought we were safe by setting up two-step authentication on our accounts, hackers are getting smarter and scamming us in a different way. The new scam is when a hacker calls your cell phone service provider, pretends to be you and says that you lost your phone and need to activate the new one. They do this by having enough personal information about you to convince the cell phone provider that it is really you. Once they have this information all your texts, phone calls and anything else you receive on your phone will be transferred to their phone and yours will be deactivated. So, all those text messages you receive when logging into your accounts will go directly to the new phone and right into the hacker's hands. This is scary stuff. Please read the following article with the detailed information on the scam and ways to protect yourself from having it happen to you.

How To Prevent and Respond to a SIM Swap Scan

Continue reading
  763 Hits
763 Hits

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

We hope you all have a wonderful Memorial Day Weekend!


Continue reading
  856 Hits
856 Hits

Search Blogs Module

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