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Summit Financial Blog


Let's Go Blog Along!

Blog Post July 15, 2019:

There is something uniquely enchanting about summertime – don’t you just love the l-o-n-g sunlit days, the anticipation of good times, the relaxed vibe and twilight al fresco dining in your own backyard that melts into a warm starry evening.  Ahhh yes – how summer invokes fond memories of family vacations, Disneyland, the beach and oh so much more!  Surely your summer holiday plans are already booked with lovely destinations to be savored and enjoyed.  With an abundance of summer remaining, be sure to take full advantage of the variety of activities and events to round out the Summer of ‘19.  Why not make even more happy memories with your family and friends as you enjoy these local finds.  Like gorgeous summer fruits – sweet and juicy peaches, plums and nectarines and impossibly delicious cherries - enjoy these activities now as the delights of the summer season pass all too quickly!

Mysterious Circumstances: The Strange Death of a Sherlock Holmes FanaticNow-July 21 at the Geffen Playhouse in Los Angeles

The Play That Goes WrongNow-August 11 at the Ahmanson Theatre in Los Angeles; enjoy this award-winning comedy described as a crazy combination of Sherlock Holmes & Monty Python

** Another Double Feature ** at the Egyptian Theatre in Hollywood on July 18 – “Highballs & Screwballs” aptly describes these film classics of Key Largo (1948) & The Palm Beach Story (1942)

Richard II presented by Cal Lutheran’s Kingsman Shakespeare Company now in its 23rd season; July 19-21, July 26-28 & August 2-4; picnic on the lawn while enjoying this production!

Dogs! A Science TailNow-TBD at CaliforniaScienCenter; traveling exhibit; IMAX theater currently showing Superpower Dogs 3D, Volcanoes 3D & Journey to Space 3D

Anne: A New Play-Rediscovering Anne FrankNow-July 22 at Museum of Tolerance, Los Angeles

Butterfly Pavilion , Natural History Museum in LA – This immersive seasonal exhibit open Now-September 2

The World of da Vinci at the Reagan Library – Now-September 8; May issue of National Geographic focuses on Leonardo da Vinci 500 years after his death

Happy Together Tour 2019July 18 at Civic Arts Plaza, Thousand Oaks; Enjoy music of 60s & 70s with the Turtles, Buckinghams, Classics IV, Cowsills & Chuck Negron of Three Dog Night

Screening: Jurassic ParkJuly 19 at 7:00 pm at High Street Arts Center in Moorpark

Hugh Jackman: The Man, The Music, The ShowJuly 19 & 20 at the Hollywood Bowl

Ted Nugent LiveJuly 20 at Canyon Club in Agoura Hills

Harbor Dinner CruiseJuly 20 presented by Island Packers in Ventura Harbor; Enjoy live classic rock with the band, Rumblebaker Duo

Harbor Dinner Cruise of Ventura HarborJuly 27 also presented by Island Packers with live acoustic, bluegrass & rock music with the Catterwailer Duo

Oxnard Salsa FestivalJuly 27-28  for amazing food, wall-to-wall music & dancing featuring 6 different salsa bands; Plaza Park in Downtown Oxnard

West Side StoryJuly 26-August 4 at Civic Arts Plaza in Thousand Oaks

Michael McDonald & Chaka KhanJuly 31 at the Hollywood Bowl

39th Annual Wings Over Camarillo -  August 17-18 ; Premier Air Show & Car Show at Camarillo Airport

End of Summer CelebrationAugust 28  at Descanso Gardens in La Cãnada Flintridge; because nearly all their summer programs are sold out, wanted to present this event; Advanced ticket sales required with preorder on August 12

Happy Together Tour 2019July 18 at Civic Arts Plaza, Thousand Oaks; Enjoy music of 60s & 70s with the Turtles, Buckinghams, Classics IV, Cowsills & Chuck Negron of Three Dog Night

Screening: Jurassic ParkJuly 19 at 7:00 pm at High Street Arts Center in Moorpark

39th Annual Wings Over Camarillo -  August 17-18 ; Premier Air Show & Car Show at Camarillo Airport


Blog Entry May 10 , 2019

Keep Up With Good Recordkeeping

Maintaining a sound financial life also means taking steps to help protect your important records. Here are three questions to consider as you organize your tax and legal documents:

1.  What records should you keep?

You’ll want to consider storing any documents that serve as proof of important financial and legal details in your life. These documents can include tax returns, investment records, and mortgage documents. You may also want to keep simpler paperwork, like pay stubs and receipts, for home improvement or business-related purchases.[1]

  

2. How can you store them?

 

You have a variety of ways to store important documents, including:

 
  • Paper based: Store printed files in a cabinet; however, this method offers no back-up system for destroyed or damaged files.
  • Computer based: Digitize documents to keep on your computer. Consider backing up files and hosting them offsite.
  • Cloud computing: Store files online, which can give you access to them from anywhere, while reducing the risk of lost data.
  

3. How long should you store them?

 

The types of documents you’re saving can help determine the amount of time you should keep them. The following timelines may be helpful:[2]

 
  • 1 year or less: Receipts from credit cards, ATMs, and bank deposits; insurance policies (until new paperwork arrives); investment statements
  • 1 year or longer: Loan documents (until you pay said loans off), investment purchase confirmations (until you sell them), car titles (until you sell the vehicle)
  • 7 years: Tax paperwork and supporting documents
  • Forever: Marriage certificates, divorce papers, birth and death certificates, estate documents, military discharge papers
 


Your personal situation will determine how to best store your records. Consult your legal and tax professionals for guidance on your unique needs. And if you have questions about your financial records, we’re happy to help!

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These are the views of Platinum Advisor Marketing Strategies, LLC, and not necessarily those of the named representative, Broker dealer or Investment Advisor, and should not be construed as investment advice. Neither the named representative nor the named Broker dealer or Investment Advisor gives tax or legal advice. All information is believed to be from reliable sources; however, we make no representation as to its completeness or accuracy. Please consult your financial advisor for further information.

We have not independently verified the information available through the following links. The links are provided to you as a matter of interest. We make no claim as to their accuracy or reliability.

Opinions expressed are subject to change without notice and are not intended as investment advice or to predict future performance.

  

[1] https://money.usnews.com/money/personal-finance/articles/2015/01/08/cleaning-your-financial-house-4-items-to-keep-and-4-to-shred

[1]
https://www.consumerreports.org/taxes/how-long-to-keep-tax-documents/

 

 

  

 

  

Footnotes, disclosures, and sources:

 

These are the views of Platinum Advisor Marketing Strategies, LLC, and not necessarily those of the named representative, Broker dealer or Investment Advisor, and should not be construed as investment advice. Neither the named representative nor the named Broker dealer or Investment Advisor gives tax or legal advice. All information is believed to be from reliable sources; however, we make no representation as to its completeness or accuracy. Please consult your financial advisor for further information.

We have not independently verified the information available through the following links. The links are provided to you as a matter of interest. We make no claim as to their accuracy or reliability.

Opinions expressed are subject to change without notice and are not intended as investment advice or to predict future performance.

 

  
 

[1] https://money.usnews.com/money/personal-finance/articles/2015/01/08/cleaning-your-financial-house-4-items-to-keep-and-4-to-shred

[2] https://www.consumerreports.org/taxes/how-long-to-keep-tax-documents/

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