As we watch cities, states, countries across the globe react and respond to the COVID-19 virus, I’d like to focus on preparation vs. panic as we go about our days. In my local community, we received an update that 71 students have been asked to “self quarantine”, due to the testing of a school district […]
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Financial literacy, financial comfort, financial understanding – all concepts of extreme importance. Learning about finances often comes in spurts throughout our lives, due to access and opportunity. Teaching students help kids understand the difference between earning, spending and saving, making them better money managers who’re able to budget. It also helps kids understand the value of money at an
Advisory Perspective Series – Keli Calderon – Smart Money Academy Read More »
It’s coming – that time of year, when individual US tax returns are being submitted and prepared to file on/before 15 April, 2020. Are you ready? Organizing for tax filing efficiency involves personal choices of how you organize documentation and receipts in conjunction with preparing personal returns. Consider this – is your information easy to
The US Personal Tax Return Due Date is Coming – Are you Ready? Read More »
February is the month we celebrate Valentines Day, love and our hearts! The National Heart, Lung and Blook Institute features February as Heart Awareness Month to raise awareness about heart health. This topic is personal for me. Heart issues run deep in my family. Yes, matters of the heart involve love and loving. Sometimes loving
Planting a seed is an analogy for me to remember that results take time. After planting, variables such as water, temperature, sunlight and soil all come into play into forming the results. When we consider considering life’s “administrative” side, let’s consider reasons why this is important. It’s difficult making decisions about someone or for someone
We all have 24 hours in each day, correct? Ah, some days it feels like more or less! Linking productivity with time opens up a perspective that allows us to consider the quality of our actions, vs. the quantity. Today, it is my pleasure to introduce a woman I respect to be featured on the
Advisory Perspective Series – Barb Hubbard Vestigo Coaching Read More »
While updating all online accounts in my name this month, I had an interesting conversation with a customer service representative at Starbucks. You see, I’ve been a Starbucks Gold Member since 1992! I called to ask what would be involved to notify them of the death of an account holder. This amazing customer service representative
What I Learned From a Recent Conversation Read More »
Today, I’m combining two subjects near and dear to me – flying and well-being! Flying above the clouds has always been one of my favorite places to be. It seemed to be a new frontier where everything seemed possible. When I flew the first time on a private jet, we climbed to an altitude of
Fly Above the Clouds – Wellness Trends in 2020 Read More »
2020 is here! Do you remember the song “Do Re Mi” from the Sound of Music? It begins with, “Let’s start at the very beginning, a very good place to start”! Great reminder to start the year considering a day in the life of you and all the responsibilities you take care of. Why you
A Day in the Life of You – Responsibilities Read More »
Welcome to a New Year and a New Decade! The holidays are over and it’s time to jump into the new year. There are a series of new laws across the country that went into effect Wednesday on issues from privacy to guns and wages. **Do check on specific laws that may have changed in
New Laws Taking Effect in 2020 Read More »
