Asset Planning, Inc Blog

The latest from the team.

Keeping You Updated

As you know, all of us at Asset Planning put our clients personal and financial well-being as our number one priority. One of the ways we do this is by keeping you updated on any potential dangers when it comes to fraud and scams that we hear about. While doing research on a scam we were alerted to, I came across the Federal Trade Commission website. Along with many other self-help topics, there are two sections dedicated to privacy, identity & online security and scams. There you can find useful tips and recent information on scams going around. I found this website to be a useful tool in my research and I was even able to sign up for email notifications to alert me to any new scams they have been notified of. If you are interested in keeping up with the latest news on these sorts of things click on this link and sign up for email updates.

Continue reading
  822 Hits
822 Hits

Search Blogs Module

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