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
  389 Hits
389 Hits

Search Blogs Module

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