Asset Planning, Inc Blog

The latest from the team.

Equifax Cybersecurity Breach

Equifax has announced that they were hacked between May- July 2017. This is very scary because the personal information for millions of people has been exposed. This data includes all of your sensitive information such as; birth date, social security number, drivers license number, address, credit card numbers etc.

Equifax has a tool that lets you check to see if you may have been exposed to the hack and is offering a year of free credit monitoring through their Equifax TrustedID Premier Service for those who were.

Follow the link below to read all about the breach, see if you were affected and to sign up for the free credit monitoring.

https://www.equifaxsecurity2017.com/

 ****UPDATE- Before signing up for the free credit monitoring service that Equifax is offering please read the fine print that goes along with the terms of agreement. You may be giving up your rights to a law suit if you take advantage of their offer.****

 

 

Continue reading
  1466 Hits

Happy Labor Day

In observance of the Labor Day Holiday we will be closed on Monday, September 4th.

We will be returning to normal business hours on Tuesday, September 5th.

We hope that everyone enjoys their holiday weekend!

Continue reading
  1405 Hits

Hurricane Harvey

Our thoughts are with those in Texas who have been impacted by the devastating flooding and damage from Hurricane Harvey. For those of you who are looking for ways to help, TD Amertitrade is matching donations dollar for dollar. This is a great way to make your contribution go even further to help more people. If you would like to donate please click on the link below.

TD Ameritrade Disaster Relief Donation

 

Continue reading
  1536 Hits

Block Those Annoying Robocalls

Nothing is more annoying then getting numerous calls a day from unknown or out of the area numbers. They never leave a message and tend to be unwanted robotic sales calls. I was starting to see an increase in these calls and I was getting frustrated with the constant disruptions in my day. Luckily for me Sandy came accross a service called Nomorobo. Nomorobo is a service that automatically detects phone calls from illiegal robocallers and blocks them from going through to your phone. Legal robocalls, from schools and doctors' offices for example, are allowed through. The service is free for VOIP landline phones and they recently released an app for iPhones, the Android app is coming soon. Sandy and I each started the free trial for the iPhone app and are really pleased with how it has been working so far. I have not received a single unwanted call since signing up. Another great feature of the app is that if a robocall accidentally gets through you can report it directly on the app and they will add it to their blacklist right away. This is by far better than the Do Not Call Registry that doesn't seem to do much to deter scammers from calling. I have included a link to the Nomorobo website below with a screen shot of some features it offers. If you are annoyed by these calls it's definitely a service to check out!

https://www.nomorobo.com/

Nomorobo

Have a wonderful weekend!

Melani

Continue reading
  1715 Hits

API Ice Cream Event

imagejpeg 0 web

We would like to say thank you to everyone who came out to help us celebrate National Ice Cream month at our ice cream event last week. We all had a great time and truly enjoy events where we're able to relax and have some fun with our clients. I have some great pictures of everyone and will be posting them on our Facebook page.

I look forward to seeing you all at our next one!

Sandy

 

Continue reading
  1636 Hits

Asset Planning is recognized in Financial Advisor Magazine

We are pleased to announce that Asset Planning has been recognized in Financial Advisor Magazine's annual top RIA rankings. Click the link below to read the full article and see the rankings.

Financial Advisor Magazine's annual top RIA ranking

 

Continue reading
  1474 Hits

I Scream...You Scream...We All Scream for Ice Cream!

Come help us celebrate National Ice Cream month this Thursday, July 27th from 1pm-3pm at Churned Creamery in Cypress. We would love to see you!

Ice Cream Event Flyer 2

 

Continue reading
  2717 Hits

Big Changes in the Somoano Household

IMG 1990

I am an official empty nester: Kimberly graduated with her Masters in Communicative Disorders and accepted a job as a Speech Language Therapist with the Rialto School district! My other daughter, Kathleen is engaged! She is still living in Australia but will be married in California in 2018. And Kyle has transferred to UC Santa Barbara to complete his last two years of college. I am very proud of all their accomplishments.

Continue reading
  2104 Hits

Happy 4th of July!

sparklers 923029 1920

Asset Planning wishes all of our clients and their familes a wonderful and safe 4th of July!

Our offices will have limited staffing on Monday, July 3rd and will be closed on Tuesday, July 4th.

We will return to normal business hours on Wednesday, July 5th.

Continue reading
  1387 Hits

Fireworks and Your Dog: Keeping Your Dog Calm

The Fourth of July is a fun and festive time to celebrate America. Fireworks have become a natural part of these celebrations. While it is great fun for us it's not always that way for our dogs. Personally, my golden retriever Roxie, is terrified by them. I came accross a really good article that I wanted to share with you with tips on how to keep your dog safe and calm during the fireworks. Follow the link below to read the article.

https://www.cesarsway.com/dog-behavior/hyperactivity-overexcitement/how-to-keep-your-dog-safe-and-calm-during-fireworks

I hope everyone has a great 4th of July!

Sandy

 

Continue reading
  1619 Hits

Search Blogs Module

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