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!



Continue reading
  533 Hits
533 Hits

Search Blogs Module

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