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
  640 Hits
640 Hits

Search Blogs Module

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