Asset Planning, Inc Blog

The latest from the team.

More Scam Alerts and Security Tips

We've come across a few more scams that we thought you should be aware of...

The first one is a scam where an unknown number will call you and only ring once or twice and not leave a message. Your first instinct is to call them back to see who it is. It turns out that it is a 900 number you are calling back and you get charged for the call. The phone companies are not reversing the charges for these calls so be weary on calling back unusual numbers. My thought is if it's important whoever is calling you will leave a message.

Next, a client alerted us to a company that is offering free cell phones to seniors with low income. They ask for all your personal information such as social security numbers, drivers license numbers, etc. There are some legit companies out there that do offer these programs but there are also scammers out there trying to steal identities. Before giving out your personal information be sure to do your research on the company or person who you're dealing with. You don't want your information getting in the wrong hands.

Lastly, stay vigilant with people calling or emailing you and asking for your personal information. Legitimate companies will never call or email you to get passwords or social security numbers. One way to tell in an email is by looking at the grammar. More times than not on a scam email the grammar will be wrong. Also, NEVER click on a link sent to you in an email from someone you don't recognize. If you are in doubt about whether a request for information is legitimate or not, always call the company back on a number that you have looked up yourself, so you know that you're actually calling the right place.

If you have any scams that you would like to tell us about, so we can alert our clients, please email me at

We hope you all have a wonderful Memorial Day Weekend!


Continue reading
  447 Hits
447 Hits

Search Blogs Module

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