Asset Planning, Inc Blog

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