Asset Planning, Inc Blog

The latest from the team.

integral member

Subscribe to this list via RSS
Carol Somoano, MBA, CFP®

Congratulations Erin Nelsen!

We are pleased and excited to announce that Erin Nelsen, CFP® is now a partner/owner at Asset Planning, Inc. Erin has been with Asset Planning, Inc. since 2007. She has had been an integral member of our team and overall growth of our firm for the past 12 years. We look forward to the future with her as a partner and the continued success of Asset Planning.

Erins headshot for websites

https://www.assetplanninginc.com/erin-nelsen

 

Continue reading
  1299 Hits
Tags:
integral member Asset Planning partner /owner CFP ® Erin Nelsen
Tweet

Search Blogs Module

Latest Blogs

Wait a minute, while we are rendering the calendar

Blog Categories

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