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
  788 Hits
788 Hits

Search Blogs Module

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