Asset Planning, Inc Blog

The latest from the team.

More Scam Alerts and Security Tips

We've come across a few more scams that we thought you should be aware of...

The first one is a scam where an unknown number will call you and only ring once or twice and not leave a message. Your first instinct is to call them back to see who it is. It turns out that it is a 900 number you are calling back and you get charged for the call. The phone companies are not reversing the charges for these calls so be weary on calling back unusual numbers. My thought is if it's important whoever is calling you will leave a message.

Next, a client alerted us to a company that is offering free cell phones to seniors with low income. They ask for all your personal information such as social security numbers, drivers license numbers, etc. There are some legit companies out there that do offer these programs but there are also scammers out there trying to steal identities. Before giving out your personal information be sure to do your research on the company or person who you're dealing with. You don't want your information getting in the wrong hands.

Lastly, stay vigilant with people calling or emailing you and asking for your personal information. Legitimate companies will never call or email you to get passwords or social security numbers. One way to tell in an email is by looking at the grammar. More times than not on a scam email the grammar will be wrong. Also, NEVER click on a link sent to you in an email from someone you don't recognize. If you are in doubt about whether a request for information is legitimate or not, always call the company back on a number that you have looked up yourself, so you know that you're actually calling the right place.

If you have any scams that you would like to tell us about, so we can alert our clients, please email me at melani@assetplanninginc.com

We hope you all have a wonderful Memorial Day Weekend!

Melani

Continue reading
  1283 Hits

Search Blogs Module

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