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
  621 Hits
621 Hits

Search Blogs Module

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