Staff Update

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