Asset Planning, Inc Blog

The latest from the team.
Font size: +
1 minute reading time (51 words)

Notary Public

 

We want to congratulate Melani for receiving her Notary Public. We now have three Notary Publics in the office. As a courtesy we offer notary services free of charge to our clients. If you have any questions or would like to set up an appointment please give us a call.

×
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.

Privacy Notices
Labor Day

Search Blogs Module

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