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
  1418 Hits
1418 Hits

Search Blogs Module

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