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
  1690 Hits

Search Blogs Module

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