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
  922 Hits
922 Hits

Search Blogs Module

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