Asset Planning, Inc Blog

The latest from the team.

Summer is Here!

The weather is getting warmer, it’s staying lighter later and there are tons of graduations happening. This can only mean one thing, summer is here. With the official start of summer being next week and this being the time that most people leave for vacation we thought it would be a great time to send a reminder about increasing your home security while you’re away. Unfortunately petty theft and home break-ins have been running rampant lately. Doing a little to protect yourself now can help you avoid this happening to you. Here are some reminders for when you’re away. (These tips can even help if you aren’t planning on taking a vacation)

  • If possible, have someone stay in your home while away. This is the best option and gives you the peace of mind that your home and pets will be well taken care of.
  • Make sure that the outside of your home is well lit, especially your porch and side yard/gate areas. Criminals are getting braver but most do not like to be conspicuous and bright lights may deter them.
  • Put a stop on your mail and newspaper deliveries. Leaving these things to pile up is a sure sign that no one is home.
  • Tell a trusted neighbor about your vacation and ask them to keep an eye out for any suspicious activity.
  • Don’t post about your trip on social media. While it’s fun to share with your friends you never really know who is seeing the posts and it may alert the wrong people that you are away from your home.
  • Install a security system. An alarm system or cameras are a great option to help deter criminals. A few of us in the office use the Ring doorbell that has a camera and is connected to Wi-Fi. It also has an intercom so if you are home and you receive a knock from an unwanted solicitor you can politely tell them no safely from inside your home.

With the BBQs, beach days, bike rides and bon fires, summer is one of my favorite seasons. Hope you all enjoy yours as much as I do!


Continue reading
  1390 Hits

Protecting Your Home While on Vacation

Memorial Day weekend is the unofficial kick off to summer and for many people, summer is a great time to plan a vacation. Unfortunately robbers know this and it can also be a prime time for home break-ins. Having a house sitter stay in your home to watch your pets, water your plants, gather any mail or flyers, and turn lights off and on is definitely your best option for insuring your home is safe but this may not be an option for everyone. Here are a few tips to safeguard your home while you are away.

  1. Have your mail stopped. Nothing screams that no one is home more than a bunch of mail and flyers piling up on your doorstep. You can visit the post office website and submit a request online.
  2. 2.Get timers for your lights. Leaving your lights on 24/7 is a dead giveaway that you are not home and will make your electric bill sky rocket. Instead, put your living room lights on timers to come on at dusk and turn off at bed time.
  3. 3.Ask a neighbor for help. Usually a neighbor will not mind keeping an eye out for anything suspicious going on at your house and may even be willing to pull out the trash cans for you. Asking doesn’t hurt and I’m sure they would appreciate the favor in return.
  4. 4.Make sure everything is locked up. This seems so obvious but one of the biggest mistakes people make is leaving a door or window unlocked in their rush to get going on their vacation. If your house is locked up tight the thief will have to work harder to break in and will most likely leave if it is taking too long.
  5. 5.Don’t post about it. Everyone loves getting away on vacation but posting this information on social media will notify all of your connections that you are away from home. Think twice before giving out too much information. You can always post those great vacation pics when you get home!
  6. 6.Get a security system. If you travel a lot or are away from home most of the day in general it may be a good idea to get an alarm or a camera security system. The cost for these systems may be small in comparison to the peace of mind you will have knowing that your home is protected.

Most importantly, enjoy your vacation knowing that your home is secure while you are away!

Continue reading
  1657 Hits

Search Blogs Module

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