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
  1278 Hits

Search Blogs Module

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