Asset Planning, Inc Blog

The latest from the team.

Thank You! Thank you! Thank You!

Wow, is all we can say! We were blown away by how many clients were able to make it to our Ice Cream Social this year. This is truly one of our favorite events of the year because we get to see our clients out of the office in a fun atmosphere all while eating delicious ice cream. Here are some pictures from the Ice Cream Social. If you weren't able to make it this year, we hope to see you at the next one!

Pic 44 webPic 44 webPic 44 webPic 44 webPic 44 webPic 44 webPic 44 webPic 44 webPic 44 webPic 44 webPic 44 webPic 44 webPic 44 webPic 44 webPic 44 webPic 44 webPic 44 webPic 44 webPic 44 webPic 44 webPic 44 webPic 44 webPic 44 webPic 44 webPic 44 webPic 44 webPic 44 webPic 44 webPic 44 webPic 44 webPic 44 webPic 44 webPic 44 webPic 44 web

 

Continue reading
  1126 Hits

Search Blogs Module

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