Asset Planning, Inc Blog

The latest from the team.

Congratulations Samantha

We are elated to announce that Samantha has passed her CERTIFIED FINANCIAL PLANNER™ exam! We would like to congratulate her on this huge accomplishment as well as acknowledge all of the hard work she has put into studying for this exam and just know that she is going to do well. Once she receives her official certification we will have 4 CERTIFIED FINANCIAL PLANNERS™ in the office to help with your financial planning needs.

Continue reading
  1602 Hits

Search Blogs Module

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