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
  1525 Hits

Search Blogs Module

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