February 2018

Keeping Track of Online Accounts

How many times during the day do you access an account online, using a user name and password?  Is this such a common occurrence that it doesn’t “register” as something to think about? In casual conversation I often ask this question when talking with people.  Online accounts are prevalent – we access our personal accounts, […]

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Sending out an SOS

Have had the Police song, “Message in a Bottle” from 1979 running in my mind of late.  The lyrics, “sending out an SOS” come to mind as I draft this post for you.  If for some reason you were in a position that required someone from work to contact people in your personal life or

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Advisory Perspective – Sunday Dinner Stories

To kick off the 2018 Advisory Perspective Series, I am delighted to feature Michelle Beckman, the Founder of Sunday Dinner Stories.  The Advisory Perspective asks six questions of various professionals to provide you an overview of who they are and how they work with people. Valentine’s Day is around the corner – a time we

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National Issue: RAISE Act

On January 9, 2018 Congress passed HR3759 / S1028 the Recognize, Assist, Support and Engage Family Caregivers Act (RAISE).  The RAISE Act aims to help the relatives and partners who provide medical, household and financial assistance to loved ones.  The bill is on the President’s desk awaiting signature.  It could affect employers of more than

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