The estate planning process can seem ominous, confusing and for many, we stop here. Learning how to prepare for estate planning from a layperson’s perspective can help unravel the process and provide you with information to proceed with more confidence. Today in America, approximately 60% of Americans have not created a will/trust. What does this […]
Prepare for Estate Planning – Layperson’s Perspective Read More »
Way back before “contingency plans” were discussed, my attention was drawn to the need to have an understanding of what a team member did, due to serious illness. My creation of “step-in readiness” was born! It’s funny now to look back at those times and see how it impacted my business life and personal life.
Q4 is here! Where has the year gone? A common refrain as we enter into the last quarter of the year! How ready are you to take care of business? I’ve returned from a conference with amazing women who are all pursuing their professions with gusto. Time and time again, we ask ourselves if we
Take Care of Business – Personal Edition Read More »
What do they say? The two things we cannot avoid are death and taxes?! Taxes are the topic we will consider today. Taxes touch our lives when we make money, spend money, own property and invest. As we approach Q4, let’s consider a few specific areas to review to make sure we are on target
National Update: Changes Ahead – Taxes Read More »
As Q4 approaches, there are changes ahead to existing programs for 2019 that may impact you and/or your families. So we stay on top of what’s happening to consider how best to proceed, let’s take a look at what has been announced thus far. Medicare Supplement Plans Reuters reported this week that Medicare Supplement Plans
National Update: Changes Ahead Medicare Supplement Plans and Credit Freezes Read More »
This blog features articles to inform you about the practical pieces of “life’s administrative” tasks we often overlook. Today, let’s get more purposeful and consider life as a gift we are able to live each day we wake up. The Advisory Perspective Series this month features an amazing woman I’ve had the fortune of meeting. She’s created
Advisory Perspective Series – Christina Hall Joyfuel Life Read More »
In the workforce or at home, do you tend to “go solo” or work as a “team”? When thinking about communication, how often do you consider the inherent value of combining your thoughts with others to maximize your results? Let’s consider the power of synergy beginning with defining the word. Merriam Webster defines synergy +
Communication – Synergy is Powerful Read More »
Continuing with the theme of communication, today we will consider family and finances. Caring for ourselves and our loved ones often comes quickly, leaving little time to consider various options in the moment. Monthly expenses, loss of income, assistance with activities of daily living (ADL’s) impact us emotionally and financially. Communication about and planning for
Communication – ADL’s and Finances Read More »
Communication is a something we do everyday. We chit chat. We talk. We listen. All of this can occur in casual circumstances, in business settings and at times in formal settings. Let’s consider for a minute the differences between listening and hearing. The sentences below contain both listen and hear and shows the contrast: I listened
Communication – It Takes Two Read More »
Have you considered a “life review” recently? How often do you change the oil in your car? How about your tires? What about having a medical check-up? Do you schedule check-ups on a regular basis? It’s become clear that while we may schedule reviews of our physical selves or things we own, we may not
