Asset Planning, Inc Blog

The latest from the team.

More Scam Alerts and Security Tips

We've come across a few more scams that we thought you should be aware of...

The first one is a scam where an unknown number will call you and only ring once or twice and not leave a message. Your first instinct is to call them back to see who it is. It turns out that it is a 900 number you are calling back and you get charged for the call. The phone companies are not reversing the charges for these calls so be weary on calling back unusual numbers. My thought is if it's important whoever is calling you will leave a message.

Next, a client alerted us to a company that is offering free cell phones to seniors with low income. They ask for all your personal information such as social security numbers, drivers license numbers, etc. There are some legit companies out there that do offer these programs but there are also scammers out there trying to steal identities. Before giving out your personal information be sure to do your research on the company or person who you're dealing with. You don't want your information getting in the wrong hands.

Lastly, stay vigilant with people calling or emailing you and asking for your personal information. Legitimate companies will never call or email you to get passwords or social security numbers. One way to tell in an email is by looking at the grammar. More times than not on a scam email the grammar will be wrong. Also, NEVER click on a link sent to you in an email from someone you don't recognize. If you are in doubt about whether a request for information is legitimate or not, always call the company back on a number that you have looked up yourself, so you know that you're actually calling the right place.

If you have any scams that you would like to tell us about, so we can alert our clients, please email me at melani@assetplanninginc.com

We hope you all have a wonderful Memorial Day Weekend!

Melani

Continue reading
  1266 Hits

Search Blogs Module

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