Asset Planning, Inc Blog

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