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
  960 Hits
960 Hits

Search Blogs Module

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