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
  997 Hits
997 Hits

Search Blogs Module

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