Asset Planning, Inc Blog

The latest from the team.

Notary Public

Subscribe to this list via RSS
Erin Nelsen, CFP®

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.

Continue reading
  1941 Hits
Tags:
Notary Public
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
breach student loans 20 year anniversary drive /usb parking spots wells Fargo markets stock pile life saver phone companies ice cream settlement options trust business hours summer car loans cell phone service provider Joey Gonzales memorial Day weekend estate credit score offering insurance earnings fallout fun facts integral member assets tax records ID card payments company email notifications insurance policy trustee paper records FSA phishing scams pet donation drive July 4 notary services water … Orange County debt pet industry toilet paper Independence Day Economic Security tax deadlines health care services self-help topics 401K stimulus package spam phone documents home mortgages Open House family members pet supplies Coronavirus Aid clients donation counts 900 number April 18 2017. IRA accounts Asset Planning checklists donation items flash drive 2017 Equifax breach information money retirement plans Ice Cream Social executive order Kraig Mathias news coverage pets 70 1/2. paperwork clutter account numbers ice cream event chip-enabled EMV cards Erin Nelsen cell phone SIM swap scam tax returns Medicare Advantage years Part B home emergency kit partner /owner fees Labor Day scams records IRS Flexible Spending Account Part D premiums . relief efforts Auto insurance vision screening rescue organizations cell phone carriers offer increase Supplemental Security Income credit card company coronavirus phishing sites holidays approach California Lions Friends estate planning birth certificates February 14 opt-out media accounts D premiums Notary Public Healthcare COVID -19 virus Two-Step Verification April 15 CA FTB Fox News story borrowing money “ skimmer ”. Facebook profile non-prescripstion sunglasses president Trump blog post consumer spending client portal National Ice Cream month Open Enrollment Medicare question October 1 2020. Social Security Administration prescription eyeglasses privacy settings disaster areas Medicare check lists team members Brexit vote emergency kit Treasury Department Financial Planning Magazine Medicare plan spring cleaning credit cards home break-ins Charles Schwab vacation Wells Fargo customers 23 andme bottom line https ://seekingalpha portal CARES Act policy privacy notices credit card fraud 2017 TD Ameritrade National LINC Conference asset Planning official certification padlock 4 pm -8pm items 2018 IRA contributions emergency folder Amazon FEMA website EEChecklist-Kits.pdf stockpilingchecklist.pdf CERTIFIED FINANCIAL PLANNER exam banking Victor Dergunov emergency kits Expired medications operations manager 2017 IRA contributions illiegal robocallers interest identity theft jury duty Medicare Part B premiums September 30 2020. Roth IRA Affordable Care Act Orange County Superior Court estate planning direction tax deadline Legal robocalls Federal Trade Commission website home security retirement accounts tax season investment statements July 6 DNA test kits insurance policies cell phone carriers Medicare Part B January 10 identity thieves earthquake app card reader Shred paperwork Social Security home September 9 pet VOIP landline phones information Facebook app credit monitoring service clone counterfeits fun atmosphere July weekend September 8 people medications phone July 3 rd cell phone provider text messages April 11 credit freeze gap insurance Wells Fargo employees CFP ® home emergency preparedness kits retirement planning IRS deadline contribution limit clients show support retirement cell phones driver license June 29 https :// Retirement Contribution Limits web address market turmoil Kiplinger Letter hurricane Dorian spread tax filing deadlines TD Ameritrade Mobile Banking Security Tips health care costs Puerto Rico interest rates house sitter