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
  965 Hits

Search Blogs Module

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