Asset Planning, Inc Blog

The latest from the team.

Thank You! Thank you! Thank You!

Wow, is all we can say! We were blown away by how many clients were able to make it to our Ice Cream Social this year. This is truly one of our favorite events of the year because we get to see our clients out of the office in a fun atmosphere all while eating delicious ice cream. Here are some pictures from the Ice Cream Social. If you weren't able to make it this year, we hope to see you at the next one!

Pic 44 webPic 44 webPic 44 webPic 44 webPic 44 webPic 44 webPic 44 webPic 44 webPic 44 webPic 44 webPic 44 webPic 44 webPic 44 webPic 44 webPic 44 webPic 44 webPic 44 webPic 44 webPic 44 webPic 44 webPic 44 webPic 44 webPic 44 webPic 44 webPic 44 webPic 44 webPic 44 webPic 44 webPic 44 webPic 44 webPic 44 webPic 44 webPic 44 webPic 44 web

 

Continue reading
  1143 Hits

Search Blogs Module

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