Asset Planning, Inc Blog

The latest from the team.

Eyeglass Drive for California Lions Friends in Sight

Asset Planning is collecting used prescription eyeglasses, non-prescription sunglasses, readers and even broken glasses. These glasses will be donated to the California Lions Friends in Sight. This organization provides free vision screening and free recycled eyeglasses to those in need.

If you have any eyeglasses that you wish to donate you can drop them off at our office anytime from now until May 25th.

Thank you in advance for your donations!

Continue reading
  1479 Hits

Search Blogs Module

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