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
  1383 Hits

Search Blogs Module

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