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
  666 Hits
666 Hits

Search Blogs Module

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