Asset Planning, Inc Blog

The latest from the team.

Notary Public


We want to congratulate Melani for receiving her Notary Public. We now have three Notary Publics in the office. As a courtesy we offer notary services free of charge to our clients. If you have any questions or would like to set up an appointment please give us a call.

Continue reading
  856 Hits
856 Hits

Search Blogs Module

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