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
  358 Hits
358 Hits

Search Blogs Module

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