As year-end nears, I’d like to wish you all a peaceful holiday season. This is the time of year when I enjoy reflecting on the past year, setting intentions for the year ahead, and catching up on unfinished business at home and at work. Here are some suggestions you may find helpful to try! Reflect […]
I’ve been posting the 12 Days of Christmas on social media this season. Each day, I’ve posted a “quick tip” about daily life and preparedness. I’m sharing each of the 12 Days here to help you get into preparedness mode as we approach year-end! 12 Days of Christmas: Daily Life Preparedness Series Day 1: Communication
It’s been some time since I’ve written about beneficiary designations. Beneficiary designations are often overlooked or forgotten, and that can result in complications for everyone. Today, let’s review why beneficiaries are important, what types of accounts typically ask you to designate a beneficiary, and what to think about when designating beneficiaries. A beneficiary is defined
Here we are at the beginning of the last month of 2025! I’ll keep it short this week as I want to make sure you have made your healthcare decisions for 2026. Deadlines are upon us! Here are the deadlines to enroll for 2026 by type of insurance. 1/ Medicare open enrollment, the latest date you
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