Asset Planning, Inc Blog

The latest from the team.

Schwab and TD Ameritrade Merger

Dear Clients,

As you may have heard in the news, Charles Schwab and TD Ameritrade have reached an agreement for Schwab to acquire TD Ameritrade. The combined company will retain the Schwab name, and will reflect the best that each legacy firm has to offer, including leading wealth management and trading platforms.

For now, the transaction is subject to customary closing conditions and is expected to close in the second half of 2020. During that time, there should be no impact to how you work with us or TD Ameritrade Institutional.

If you have any questions, please feel free to reach out. If you would like to learn more about the transaction, visit for details.


Sandy, Carol and Erin

Continue reading
  843 Hits

Search Blogs Module

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