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 www.amtd.com for details.

Sincerely,

Sandy, Carol and Erin

Continue reading
  264 Hits
264 Hits

Search Blogs Module

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