Employers face a multitude of challenges in any given day. Global business moves at the speed of light. It can be difficult to focus amidst these challenges. Does your business dedicate people and resources to assessing the top issues posing a risk this year? If not, why not? If so, how do you focus your […]
2019 Employer Focus Read More »
Think back to the first day of a new job. Do you remember talking with HR or your supervisor about company policies, being asked to fill out paperwork and making decisions about who you would name as a beneficiary for policies or the number of deductions to take for tax forms? Did you feel confident
As Employees, For Employees Read More »
Question for you, do you regularly assess the what if’s? Yes, the what if’s! The majority of us “do” something in our lives to generate cash flow! We trade time for money in a job, for a company or working for ourselves. It is the link between work-related activity and cash generation that is a
Plan Your Professional Life – Assessing the What-if’s Read More »
Plan your professional life – what does this mean? I’d like to share a personal story of how I learned more than I ever expected about planning for my personal and professional life through experiences that caught me by surprise. As Julius Caesar said, “experience is the teacher of all things”. Living and working in
Plan Your Professional Life Read More »
Online Accounts and Technology Online accounts (aka Digital Assets) one of my all-time favorite topics! Online accounts and what happens to them after we die / or if we are incapacitated is a subject that impacts a majority of people. I’m often asked, “What are Digital Assets and what should be done with them?” The Puget
Personal Life Plans #3 – Online Accounts Read More »
Finances & Access Our day to day lives include $$! Equally vital is to ensure we provide access to specified people to ensure our day to day lives, our departments, a company can continue humming along, should we experience an interruption. Going off-grid happens. Choosing to take a break, start a family, go back to
Personal Life Plans #2 – Finances Read More »
We all do the best we can at any given time. This planning is different from what you may think. We look at your life from the lens of practicality, from protection and from a layperson perspective so you understand the administrative components of life and ways for you to “button-up”. This real life perspective
Plan For Your Personal Life Read More »
Happy New Year everyone! It’s time to start fresh, setting up for a year of possibilities ahead! Before we take the trip ahead this year, here is a road-map of topics we’ll explore together in 2019. I’m reminded each year why I do what I do. Life happens differently to each of us throughout the
Happy eve of New Year’s Eve! As we prepare for the excitement of the fresh start of a new year, let’s take a peek at the new laws for 2019. As 2018 draws to a close, employers are looking to the next wave of labor and employment laws and regulations that will take effect in
It’s that time of year when many gather together from near and far to share the joys of the season. From my home to yours, I’m happy to have been a part of your life this year. Sending good cheer to you/yours this holiday season! –Lynn If you’d like to discuss ways to prepare for
From My Home to Yours Read More »
