Asset Planning, Inc Blog

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