Asset Planning, Inc Blog

The latest from the team.
Font size: +
2 minutes reading time (341 words)

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

×
Stay Informed

When you subscribe to the blog, we will send you an e-mail when there are new updates on the site so you wouldn't miss them.

Sandy is Quoted in Financial Planning Magazine
Happy Anniversary Carol!

Related Posts

Search Blogs Module

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