Asset Planning, Inc Blog

The latest from the team.

Keeping You Updated

As you know, all of us at Asset Planning put our clients personal and financial well-being as our number one priority. One of the ways we do this is by keeping you updated on any potential dangers when it comes to fraud and scams that we hear about. While doing research on a scam we were alerted to, I came across the Federal Trade Commission website. Along with many other self-help topics, there are two sections dedicated to privacy, identity & online security and scams. There you can find useful tips and recent information on scams going around. I found this website to be a useful tool in my research and I was even able to sign up for email notifications to alert me to any new scams they have been notified of. If you are interested in keeping up with the latest news on these sorts of things click on this link and sign up for email updates.

Continue reading
  1267 Hits

Search Blogs Module

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