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
  890 Hits
890 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
  1205 Hits
1205 Hits

Search Blogs Module

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