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
  1321 Hits
1321 Hits

Search Blogs Module

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