Asset Planning, Inc Blog

The latest from the team.

Reminder: 2016 IRA Contributions

We wanted to send out a reminder that it's not too late to contribute to your IRA accounts for 2016 as long as you are still working and have not yet met your contribution limit. The IRS deadline for contributions is April 18, 2017. Please give us a call if you would like to make a contribution or have any questions.

Continue reading
  1720 Hits

Search Blogs Module

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