Asset Planning, Inc Blog

The latest from the team.

Jury Scam in Orange County

Apparently there is a new scam going around in Orange County. Imposters are calling and claiming that they are from the Orange County Superior Court. They are claiming that you will be facing prosecution for missing jury duty and attempt to obtain your social security number. Read here for more details

The bottom line is, never ever under any circumstances give out any of your personal information such as social security number, birth date etc. to anyone who is calling you that you do not recognize. No reputable company is going to call you out of the blue to ask you for this information. Scammers will stop at nothing to get this valuable information from you so be vigilent in protecting it.

Continue reading
  1042 Hits

Search Blogs Module

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