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
  651 Hits
651 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
  972 Hits
972 Hits

Search Blogs Module

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