Asset Planning, Inc Blog

The latest from the team.

Pet Donation Drive Extended!

With the craziness of the holidays we have decided to extend our pet donation drive. The last day to drop off items is Friday, February 14th.

Here is the information of what type of items we can accept:

MEDICATIONS- They accept dog, cat and people medications. Expired medications are fine too.

Antibiotics (ANY)
Especially: Clavamox,
Baytril, Albon, Biaxin,
​Doxycycline, Ciprofloxin,
Orbax, Augmentin,
Amoxicillin, Cephalexin,
Clindamycin, Erythromycin,
Azithromycin, Fungal Meds,
Heartguard, Nexgard,
Ivermectin, Dewormer
Lixotinic, ​Frontline, ​Revolution
Capstar, NutriCal
Ear & Eye Infection Medications
Pain & Anti-Inflammatory Medications

We will be shipping the medications to an organization that helps in disaster relief areas.

New or gently used items such as:


These items will be dropped of at a local SPCALA location to be distributed by DART (Disaster Animal Response Team) where they are needed the most.

As always, we appreciate all of our clients generousity!

Continue reading
  47 Hits
47 Hits

Happy Holidays from Asset Planning Inc!

Happy Holidays

 

Continue reading
  44 Hits
44 Hits

Tis the Season for Scammers

The holiday season brings out a lot of good in most people but there are many that look to take advantage at this time of year as well. Here is an article from the FTC with things to remember when purchasing gift cards for family and friends.

Tips for holiday gift card shopping

Continue reading
  89 Hits
89 Hits

Phones are back up!

Our phones are back up and you can resume using our main 714-827-5794 number.

 

Thank you for your patience!

Continue reading
  35 Hits
35 Hits

Phone lines are temporarily down

We are switching our phone service so our main phone number (714-827-5794)  is temporarily down. If you need to reach us by phone please call Melani on her direct line at 714-780-2757.

Thank you for your understanding during our transition!

Continue reading
  47 Hits
47 Hits

Happy Thanksgiving from Asset Planning

Thanksgiving 2019.

Continue reading
  84 Hits
84 Hits

Schwab and TD Ameritrade Merger

Dear Clients,

As you may have heard in the news, Charles Schwab and TD Ameritrade have reached an agreement for Schwab to acquire TD Ameritrade. The combined company will retain the Schwab name, and will reflect the best that each legacy firm has to offer, including leading wealth management and trading platforms.

For now, the transaction is subject to customary closing conditions and is expected to close in the second half of 2020. During that time, there should be no impact to how you work with us or TD Ameritrade Institutional.

If you have any questions, please feel free to reach out. If you would like to learn more about the transaction, visit www.amtd.com for details.

Sincerely,

Sandy, Carol and Erin

Continue reading
  53 Hits
53 Hits

Pet Donation Drive

As the weather turns colder and the holidays approach, our animal loving hearts can't help but think of the poor animals who will be in the shelters this year. We are collecting donation items starting now until January 10th for pets in need. Every little donation counts and adds up!

Items that we can accept:

MEDICATIONS- They accept dog, cat and people medications. Expired medications are fine too.
Antibiotics (ANY)
Especially: Clavamox,
Baytril, Albon, Biaxin,
​Doxycycline, Ciprofloxin,
Orbax, Augmentin,
Amoxicillin, Cephalexin,
Clindamycin, Erythromycin,
Azithromycin, Fungal Meds,
Heartguard, Nexgard,
Ivermectin, Dewormer
Lixotinic, ​Frontline, ​Revolution
Capstar, NutriCal
Ear & Eye Infection Medications
Pain & Anti-Inflammatory Medications

We will be shipping the medications to an organization that helps in disaster relief areas.

New or gently used items such as:


These items will be dropped of at a local SPCALA location to be distributed by DART (Disaster Animal Response Team) where they are needed the most.

Continue reading
  94 Hits
94 Hits

Free Shredding!!!

Sending out a quick reminder that we offer free shredding for our clients! We utilize a company who is certified so you can be sure that your personal information is safe. You can drop it off to our office anytime. If you have a lot and it's too heavy to carry up to our suite, give me a call and I will come down and get it.

Have a wonderful weekend!

Melani

Continue reading
  82 Hits
82 Hits

Update: Cell Phone SIM Swap Scam

In a recent blog we notified you about a cell phone SIM swap scam that is happening. The thought of what someone could do to your financial life by hacking your phone is frightening. This week a couple of the major cell phone carriers have announced that they will now start offering insurance to their customers in order to protect them from the aftermath of these types of scams. It's worth it to check with your provider to see if they offer this product.

Here is another article from the FTC that will give you a little more detail about the scam and some tips on how to protect yourself.

Read here

Continue reading
  118 Hits
118 Hits

Search Blogs Module

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