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
  434 Hits
434 Hits

Search Blogs Module

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