Asset Planning, Inc Blog

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