Asset Planning is collecting used prescription eyeglasses, non-prescription sunglasses, readers and even broken glasses. These glasses will be donated to the California Lions Friends in Sight. This organization provides free vision screening and free recycled eyeglasses to those in need.
If you have any eyeglasses that you wish to donate you can drop them off at our office anytime from now until May 25th.
Thank you in advance for your donations!
Even though tax season is is behind us you may still be going through important documents or filing them away. We thought now was a good time to let you know that we offer free document back up for our clients. We will take your important documents, scan them, keep them in your electronic client file here and also save them to a password protected flash drive for you to keep. We're always sending out reminders of the importance of having your documents in a safe place and backed up in case of a fire or other emergency and now it's easier than ever to get it done with this free service.
Examples of items you may want to have scanned are; birth certificates, medical records, insurance policies, bank and investment account information, identification cards etc.
Having this USB drive with you while traveling could be especially useful if there is an emergency while you're away from home.
If you would like to take advantage of this offer, feel free to give me a call to set up a time to drop your documents off.
Have a great weekend!
Melani
The deadline for getting your 2017 IRA contributions to us is Wednesday, April 11th. Tax season is an extremely busy time so the sooner you get these in the better. Feel free to stop by the office anytime from 8am-4pm to drop them off.
Have a great weekend!
Melani
Check out our new Ebook! In it you will find some valuable tips and guidance for retirement planning from our CERTIFIED FINANCIAL PLANNERS®.
We would like to thank everyone who donated pet supplies and medications to our cause! Animals are near and dear to our hearts and it means a lot to have so many clients show support with their generous donations. We are so happy that these donations will go to pets in need, especially those affected in Puerto Rico and the disaster areas.
Samantha and Melani dropping off the pet supplies to the SPCALA
The API girls out celebrating API's 20th anniversary. We couldn't do it without our wonderful clients!
From left to right: Carol, Joanne, Sandy (Top), Erin, Samantha and Melani
Asset Planning is proud to announce that we are celebrating our 20 year anniversary this week. API continues to expand and now has clients in 16 states and manages over 260 million dollars. This is an exciting milestone for our company and we know that we would not be here today if it wasn’t for the commitment and support that we receive from our clients; some who have been with us from the very beginning. Our clients mean the world to us and we thank you for your continued loyalty and referrals that allow us to keep growing.
All of us at Asset Planning hope everyone has had a great start to their New Year! I wanted to send out a few reminders as you may still be cleaning and organizing from all of the holiday madness.
We are still accepting pet supplies and old medications to donate for disaster relief until January 15th. If you have anything to donate please drop them off at our office by then.
Also, around this time you may be getting ready to do your taxes and are going through paperwork. This is a perfect time to remind you that we offer free document shredding for our clients all year long. If you have any sensitive paperwork that needs to be shredded you can bring that to the office any time.
If your items are bulky or heavy and you need assistance please call me in advance and I will be glad to help you.
Have a wonderful weekend!
Melani
Two-Step Verification is a process that requires you to use two methods of authentication before logging into an account. You'll log into your account with the password that you set up and then they will either text, call or email you a code to verify that it is you logging in. There's also an option to remember the device, so if you're on your personal computer that you trust you won't have to get a new code each time. This may seem like a little bit of a hassle but it adds an extra layer of security to your accounts and we think is so important to set up, especially with so many data breaches happening every day. I personally have it set up on all of my accounts and I feel confident knowing that I will receive a notification letting me know that my account was logged into on a different device.
If you need any help setting this up on your accounts feel free to call me to make an appointment and I will be happy to help you.
Enjoy your weekend,
Melani
Don't forget that if you're ever in need of notary services, we offer them free to our clients. Give me a call at 714-827-5794 to set up an appointment.
Have a great weekend!
Melani
