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
  883 Hits
883 Hits

Search Blogs Module

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