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
  1355 Hits

Search Blogs Module

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