Lynn Lambrecht

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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Business Inventory

This month, we’ve discussed taking inventory of things we own, use and have at home.  What about the office? Whether you are a worker or a business owner, taking inventory at work is a critical component when considering sustaining work flow.  How often do you take inventory or pay attention to what you use within

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Insurance Itemization

Natural disasters hit the US hard in 2017.  The National Oceanic and Atmospheric Administration estimates the economic impact from these natural disasters was $306 Billion dollars. Individuals impacted by the hurricanes and wildfires faced the daunting task of beginning administrative tasks of filing claims, often with no physical record of their belongings.  During personal tragedy,

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Year-end Tips

This time of year affords us an opportunity to reflect upon the year.  What worked well this year?  What tweaks may we make for next year?  Are there areas of opportunity to explore next year? Year-end tips and tricks from the experts include specific areas of review.  Here are a few areas you may wish

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Take Inventory

Year End is approaching.  It is a time of reflection and of action.  We scramble to conclude projects by year-end, to take inventory and establish plans for starting the New Year off with a solid foundation. In California, there has been widespread devastation from fires in the past weeks.  Communities are responding, People are responding.

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