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
  899 Hits
899 Hits

Search Blogs Module

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