Asset Planning, Inc Blog

The latest from the team.

Internet Security


When browsing the internet and logging into certain sites, it's become almost habit to look for the little green padlock to make sure that you are entering a secure website. well, unfortunately a lot of phishing sites have started using the green padlock as well to try to fool the average user. These phishing sites try to copy a legitimate site, pose as an online retailer or other trusted site. Their goal is for you to trust them and enter your personal information, so it can be sold on the dark web and used for identity theft. It's important to always remember to look for the https:// displayed in front of the web address. The padlock by itself means nothing.

Continue reading
  1025 Hits

Search Blogs Module

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