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