Asset Planning, Inc Blog

The latest from the team.

Jury Scam in Orange County

Apparently there is a new scam going around in Orange County. Imposters are calling and claiming that they are from the Orange County Superior Court. They are claiming that you will be facing prosecution for missing jury duty and attempt to obtain your social security number. Read here for more details

The bottom line is, never ever under any circumstances give out any of your personal information such as social security number, birth date etc. to anyone who is calling you that you do not recognize. No reputable company is going to call you out of the blue to ask you for this information. Scammers will stop at nothing to get this valuable information from you so be vigilent in protecting it.

Continue reading
  1987 Hits

Search Blogs Module

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