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
  1455 Hits

Search Blogs Module

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