Asset Planning, Inc Blog

The latest from the team.

Internet Security


When browsing the internet and logging into certain sites, it's become almost habit to look for the little green padlock to make sure that you are entering a secure website. well, unfortunately a lot of phishing sites have started using the green padlock as well to try to fool the average user. These phishing sites try to copy a legitimate site, pose as an online retailer or other trusted site. Their goal is for you to trust them and enter your personal information, so it can be sold on the dark web and used for identity theft. It's important to always remember to look for the https:// displayed in front of the web address. The padlock by itself means nothing.

Continue reading
  1148 Hits

Search Blogs Module

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