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!

Melani

Continue reading
  1478 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
  1742 Hits

Search Blogs Module

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