Asset Planning, Inc Blog

The latest from the team.

Pet Donation Drive Extended!

With the craziness of the holidays we have decided to extend our pet donation drive. The last day to drop off items is Friday, February 14th.

Here is the information of what type of items we can accept:

MEDICATIONS- They accept dog, cat and people medications. Expired medications are fine too.

Antibiotics (ANY)
Especially: Clavamox,
Baytril, Albon, Biaxin,
​Doxycycline, Ciprofloxin,
Orbax, Augmentin,
Amoxicillin, Cephalexin,
Clindamycin, Erythromycin,
Azithromycin, Fungal Meds,
Heartguard, Nexgard,
Ivermectin, Dewormer
Lixotinic, ​Frontline, ​Revolution
Capstar, NutriCal
Ear & Eye Infection Medications
Pain & Anti-Inflammatory Medications

We will be shipping the medications to an organization that helps in disaster relief areas.

New or gently used items such as:


These items will be dropped of at a local SPCALA location to be distributed by DART (Disaster Animal Response Team) where they are needed the most.

As always, we appreciate all of our clients generousity!

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307 Hits

Happy Holidays from Asset Planning Inc!

Happy Holidays

 

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166 Hits

Tis the Season for Scammers

The holiday season brings out a lot of good in most people but there are many that look to take advantage at this time of year as well. Here is an article from the FTC with things to remember when purchasing gift cards for family and friends.

Tips for holiday gift card shopping

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241 Hits

Phones are back up!

Our phones are back up and you can resume using our main 714-827-5794 number.

 

Thank you for your patience!

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153 Hits

Phone lines are temporarily down

We are switching our phone service so our main phone number (714-827-5794)  is temporarily down. If you need to reach us by phone please call Melani on her direct line at 714-780-2757.

Thank you for your understanding during our transition!

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158 Hits

Happy Thanksgiving from Asset Planning

Thanksgiving 2019.

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288 Hits

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

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161 Hits

Pet Donation Drive

As the weather turns colder and the holidays approach, our animal loving hearts can't help but think of the poor animals who will be in the shelters this year. We are collecting donation items starting now until January 10th for pets in need. Every little donation counts and adds up!

Items that we can accept:

MEDICATIONS- They accept dog, cat and people medications. Expired medications are fine too.
Antibiotics (ANY)
Especially: Clavamox,
Baytril, Albon, Biaxin,
​Doxycycline, Ciprofloxin,
Orbax, Augmentin,
Amoxicillin, Cephalexin,
Clindamycin, Erythromycin,
Azithromycin, Fungal Meds,
Heartguard, Nexgard,
Ivermectin, Dewormer
Lixotinic, ​Frontline, ​Revolution
Capstar, NutriCal
Ear & Eye Infection Medications
Pain & Anti-Inflammatory Medications

We will be shipping the medications to an organization that helps in disaster relief areas.

New or gently used items such as:


These items will be dropped of at a local SPCALA location to be distributed by DART (Disaster Animal Response Team) where they are needed the most.

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224 Hits

Free Shredding!!!

Sending out a quick reminder that we offer free shredding for our clients! We utilize a company who is certified so you can be sure that your personal information is safe. You can drop it off to our office anytime. If you have a lot and it's too heavy to carry up to our suite, give me a call and I will come down and get it.

Have a wonderful weekend!

Melani

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218 Hits

Update: Cell Phone SIM Swap Scam

In a recent blog we notified you about a cell phone SIM swap scam that is happening. The thought of what someone could do to your financial life by hacking your phone is frightening. This week a couple of the major cell phone carriers have announced that they will now start offering insurance to their customers in order to protect them from the aftermath of these types of scams. It's worth it to check with your provider to see if they offer this product.

Here is another article from the FTC that will give you a little more detail about the scam and some tips on how to protect yourself.

Read here

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301 Hits

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