Asset Planning, Inc Blog

The latest from the team.

Eyeglass Drive for California Lions Friends in Sight

Asset Planning is collecting used prescription eyeglasses, non-prescription sunglasses, readers and even broken glasses. These glasses will be donated to the California Lions Friends in Sight. This organization provides free vision screening and free recycled eyeglasses to those in need.

If you have any eyeglasses that you wish to donate you can drop them off at our office anytime from now until May 25th.

Thank you in advance for your donations!

Continue reading
  1455 Hits

Search Blogs Module

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