Asset Planning, Inc Blog

The latest from the team.

Free Document Back Up

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

 

Continue reading
  811 Hits
811 Hits

Search Blogs Module

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