Asset Planning, Inc Blog

The latest from the team.

Grab and Go Folder

With the recent hurricanes we thought it was a good time to send out a reminder about keeping an emergency folder with important details such as account numbers and passwords. We like to call this your "Grab and Go folder". Here is a list of information you should have in the folder.

  • Assets: checking and investment accounts, private business interests, location of safety deposit boxes, annuities, individual retirement accounts and 401(k)s, trust agreements, real estate, vehicles, collectibles 
  • Liabilities: credit cards, mortgages, car payments, cell phone bills, other recurring bills
  • Social media/online accounts: passwords and login information for Facebook, Twitter, Instagram, Pinterest, LinkedIn, Amazon, PayPal, eBay, Netflix, Hulu, iCloud or other cloud storage accounts, online photo storage accounts 
  • Miscellaneous subscriptions/memberships: airline rewards programs, Sam’s, BJ’s or Costco memberships, toll tag accounts, magazines, newspapers 
  • Insurance: life insurance, long-term care, disability, home, auto 
  • Home maintenance: water, gas, electricity, telephone, alarm, lawn care, cable television, Internet service 
  • Medical: medical conditions, medications, emergency contacts 
  • Personal: burial/cremation preferences, funeral plans, pre-paid funeral expenses, birth certificates, marriage certificates, Social Security card 
  • Key contacts: financial and legal advisors, doctors, family members, close friends

No one likes to think that something bad will happen to them but it's always good to be prepared in case it does.

Continue reading
  1226 Hits

Search Blogs Module

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