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April Newsletter

April 9th, 2012

How to keep your identity safe

Identity theft occurs when someone uses your name, Social Security number, or credit card number without your permission to commit fraud or other crimes. The Federal Trade Commission (FTC) estimates as many as 10 million Americans have their identity stolen each year, and suffer employment, financial and credit losses. The following tips can help protect your personal information:

  • Shred all documents with personal information, even junk mail.
  • Do not give out personal information on the phone, Internet or mail unless you initiate the interaction.
  • Use intricate passwords and avoid birthdates, addresses or social security numbers.
  • Protect your purse and wallet, never carry your social security card, and don’t print your social security number on checks.
  • Never click on links in unsolicited emails. Instead, type in a Web address you know. Use firewalls, anti-spyware and anti-virus software and update them often.
  • Keep your personal information in a secure place at home, especially if you have roommates, employ outside help or have workers in your house.

FINANCIAL TIDBIT

Shred your old documents – on us

April is tax time and is the perfect time to go through your files and determine what old documents you can get rid of. And now it will cost you nothing!

Axiom Financial has teamed up with Shred It and Coldwell Banker to offer our valued customers an opportunity to properly dispose of your unwanted documents, magazines, and CDs/DVDs/Videos/discs. Just bring your boxes of old documents and media and watch them be securely shredded on site – AT NO CHARGE – on the following dates and at the following locations:

April 21st:

11:30am-1:30pm – 1597 N. Woodland Park Drive,
Layton, UT 84041

2-4pm – 801 North 500 West, Bountiful, UT 84010

11am-1pm – 2180 South 1300 East, SLC, UT 84106

IN THE NEWS

Utah Housing awards Axiom Financial with Excellence in Lending Award
Utah Housing Corporation was created as a public corporation by State legislation in 1975 to raise funds to assist in the creation of affordable housing opportunities for lower-income Utah households. For the 2nd year in a row, they have selected Axiom Financial for the Excellence in Lending Award.

AT HOME

How Long To Keep Records
The IRS states, “You must keep your records as long as they may be needed for the administration of any provision of the Internal Revenue Code.” Generally, this means you must keep records that support items shown on your tax return until the period of limitations for that return runs out. This timeframe varies. Click here to view a list of records that the IRS recommends you keep and for how long.

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