Asset Planning, Inc Blog

The latest from the team.

API Ice Cream Event

imagejpeg 0 web

We would like to say thank you to everyone who came out to help us celebrate National Ice Cream month at our ice cream event last week. We all had a great time and truly enjoy events where we're able to relax and have some fun with our clients. I have some great pictures of everyone and will be posting them on our Facebook page.

I look forward to seeing you all at our next one!

Sandy

 

Continue reading
  687 Hits
687 Hits

Search Blogs Module

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