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
  42 Hits
42 Hits

Search Blogs Module

Wait a minute, while we are rendering the calendar
home break-ins Two-Step Verification tax season FSA National Ice Cream month spam phone IRA accounts bottom line 2017 TD Ameritrade National LINC Conference ice cream event clients show support Asset Planning executive order checklists fees driver license D premiums debt estate planning birth certificates relief efforts earthquake app phone companies home security 20 year anniversary October 1 2020. increase retirement accounts Supplemental Security Income consumer spending card reader information documents padlock illiegal robocallers pet supplies Affordable Care Act vision screening fun facts Medicare question company https ://seekingalpha Part D premiums . pet contribution limit trust gap insurance Medicare Part B notary services web address tax deadline official certification April 18 2017. summer 2017 IRA contributions pets spring cleaning email notifications credit cards credit freeze disaster areas credit score home California Lions Friends retirement planning Healthcare house sitter investment statements wells Fargo Auto insurance “ skimmer ”. banking Medicare Mobile Banking Security Tips Wells Fargo employees estate Open House CERTIFIED FINANCIAL PLANNER exam Orange County Superior Court asset Planning FEMA website client portal president Trump non-prescripstion sunglasses chip-enabled EMV cards 70 1/2. Social Security cell phone carriers offer identity thieves DNA test kits opt-out Legal robocalls privacy notices home emergency kit ID card paperwork clutter Federal Trade Commission website prescription eyeglasses IRS deadline toilet paper phishing scams 401K Wells Fargo customers Amazon partner /owner check lists emergency kit credit card fraud Orange County account numbers interest rates policy vacation Kiplinger Letter July 4 portal Facebook profile Medicare Part B premiums health care costs CFP ® phishing sites Part B Treasury Department Roth IRA https :// April 11 2018 IRA contributions blog post money insurance policies retirement plans home emergency preparedness kits April 15 VOIP landline phones jury duty Puerto Rico credit card company car loans memorial Day weekend emergency folder Victor Dergunov insurance policy Notary Public cell phones EEChecklist-Kits.pdf stockpilingchecklist.pdf Open Enrollment information Facebook 23 andme assets parking spots Flexible Spending Account self-help topics home mortgages rescue organizations clients app Shred paperwork life saver Retirement Contribution Limits privacy settings Brexit vote Kraig Mathias 900 number Financial Planning Magazine retirement trustee pet industry Social Security Administration integral member Fox News story borrowing money June 29 scams flash drive clone counterfeits 4 pm -8pm drive /usb Independence Day identity theft Erin Nelsen