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
  405 Hits
405 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
  731 Hits
731 Hits

Search Blogs Module

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