Asset Planning, Inc Blog

The latest from the team.

Happy 4th of July!

4th of July

In observance of 4th of July, our office will be closed Friday, July 3rd.

We will resume normal business hours on Monday, July 6th.

Wishing all of our clients a happy and safe 4th of July weekend!

Continue reading
  1201 Hits

Search Blogs Module

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