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
  1551 Hits

Search Blogs Module

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