Asset Planning, Inc Blog

The latest from the team.

New Client Portal

We are excited to announce that we now have a secure portal to transmit sensitive information to and from our clients. We will use this portal to send reports and documents electronically with sensitive information including full account numbers, social security numbers, etc. Each client portal is individual and you will be required to set up a log in to receive and send documents. In order to set up the portal and receive your documents, you will be sent an email with a link to your portal site. You will need to click on the link or copy and paste the web address in to your browser. If you are interested in receiving your quarterly statements electronically through the portal please contact me at sjg@assetplanninginc.com or Melani at melani@assetplanninginc.com and we will be glad to set you up on the portal.

Continue reading
  1578 Hits

Search Blogs Module

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