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
  1135 Hits

Search Blogs Module

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