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
  565 Hits
565 Hits

Search Blogs Module

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