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
  696 Hits
696 Hits

Search Blogs Module

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