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
  514 Hits
514 Hits

Search Blogs Module

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