Asset Planning, Inc Blog

The latest from the team.

Summer is Here!

The weather is getting warmer, it’s staying lighter later and there are tons of graduations happening. This can only mean one thing, summer is here. With the official start of summer being next week and this being the time that most people leave for vacation we thought it would be a great time to send a reminder about increasing your home security while you’re away. Unfortunately petty theft and home break-ins have been running rampant lately. Doing a little to protect yourself now can help you avoid this happening to you. Here are some reminders for when you’re away. (These tips can even help if you aren’t planning on taking a vacation)

  • If possible, have someone stay in your home while away. This is the best option and gives you the peace of mind that your home and pets will be well taken care of.
  • Make sure that the outside of your home is well lit, especially your porch and side yard/gate areas. Criminals are getting braver but most do not like to be conspicuous and bright lights may deter them.
  • Put a stop on your mail and newspaper deliveries. Leaving these things to pile up is a sure sign that no one is home.
  • Tell a trusted neighbor about your vacation and ask them to keep an eye out for any suspicious activity.
  • Don’t post about your trip on social media. While it’s fun to share with your friends you never really know who is seeing the posts and it may alert the wrong people that you are away from your home.
  • Install a security system. An alarm system or cameras are a great option to help deter criminals. A few of us in the office use the Ring doorbell that has a camera and is connected to Wi-Fi. It also has an intercom so if you are home and you receive a knock from an unwanted solicitor you can politely tell them no safely from inside your home.

With the BBQs, beach days, bike rides and bon fires, summer is one of my favorite seasons. Hope you all enjoy yours as much as I do!

Melani

Continue reading
  1487 Hits

Protecting Your Home While on Vacation

Memorial Day weekend is the unofficial kick off to summer and for many people, summer is a great time to plan a vacation. Unfortunately robbers know this and it can also be a prime time for home break-ins. Having a house sitter stay in your home to watch your pets, water your plants, gather any mail or flyers, and turn lights off and on is definitely your best option for insuring your home is safe but this may not be an option for everyone. Here are a few tips to safeguard your home while you are away.

  1. Have your mail stopped. Nothing screams that no one is home more than a bunch of mail and flyers piling up on your doorstep. You can visit the post office website and submit a request online.
  2. 2.Get timers for your lights. Leaving your lights on 24/7 is a dead giveaway that you are not home and will make your electric bill sky rocket. Instead, put your living room lights on timers to come on at dusk and turn off at bed time.
  3. 3.Ask a neighbor for help. Usually a neighbor will not mind keeping an eye out for anything suspicious going on at your house and may even be willing to pull out the trash cans for you. Asking doesn’t hurt and I’m sure they would appreciate the favor in return.
  4. 4.Make sure everything is locked up. This seems so obvious but one of the biggest mistakes people make is leaving a door or window unlocked in their rush to get going on their vacation. If your house is locked up tight the thief will have to work harder to break in and will most likely leave if it is taking too long.
  5. 5.Don’t post about it. Everyone loves getting away on vacation but posting this information on social media will notify all of your connections that you are away from home. Think twice before giving out too much information. You can always post those great vacation pics when you get home!
  6. 6.Get a security system. If you travel a lot or are away from home most of the day in general it may be a good idea to get an alarm or a camera security system. The cost for these systems may be small in comparison to the peace of mind you will have knowing that your home is protected.

Most importantly, enjoy your vacation knowing that your home is secure while you are away!

Continue reading
  1750 Hits

Search Blogs Module

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