Lynn Lambrecht

The Living Planner Advisory Perspective Series – Financial Accounting Services

Advisory Perspective, Blog, Business Advisory Services, Business owners, Communication, Planning, Preparation, Solutions, Tax Planning, Wealth Management / By

The Living Planner Advisory Perspective Series presents questions to professionals each month.  We provide our readers with this information to help them prepare for meetings with professionals they may consider using to help them plan and prepare for life. Considering our financial picture involves gathering a strong team.  This month, it is my pleasure to […]

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The Living Planner Advisory Perspective Series – Shoup Legal

Advisory Perspective, estate planning, Planning, Power of Attorney, resources, Trusts, Wills / By

The Living Planner Advisory Perspective Series presents questions to professionals each month.  We provide our readers with this information to help them prepare for meetings with professionals they may consider using to help them plan and prepare for life. This month, it is my pleasure to introduce Andrea Shoup of Shoup Legal. Andrea K. Shoup

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Tips for Identity Theft Protection

Digital Assets, Identity Theft Protection, Online Accounts, Organizing, Planning, Privacy, Readiness, resources / By

The California Department of Justice provides the top ten tips for identity theft protection for consumers.  Such valuable information for us to review and evaluate for our personal and business information. “An identity thief takes your personal information and uses it without your knowledge. The thief may run up debts or even commit crimes in

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Privacy and Online Accounts

Death, Digital Assets, End of Life Plans, Online Accounts, Organizing, Planning, Privacy / By

The 2013 US Census Report reveals that 71% of US Households reported that they access the internet from home.  The Pew Center reports that 72% of Online Adults are Social Networking Site Users.  These statistics are staggering in comparison to comparable 1997 reports showing that a mere 18% of households reported they accessed the internet!

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The Importance of Reviewing Beneficiary Choices

Beneficiaries, Business owners, Communication, End of Life Plans, Lessons, Little things, Organizing, Planning, Readiness / By

After writing the “once and done” post last week, it is important to mention one area that is frequently overlooked, your beneficiary choices.  Time and time again we encounter the stories of someone who has named a person years back who is not longer their choice today.  This oversight can lead to unfortunate consequences. Why

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7 Life Skills Your Teen Needs to Be Independent

Adulting, Communication, Lessons, Life skills, Little things, Planning, Readiness, Transitions / By

Summer is in full swing.  High School graduation parties lead to the preparation for a new class of 2020 to depart for an exciting time in their lives. Denise Witmer from verywell.com posted this article in May, 2016 to help your teens learn certain skills before move.  It’s a great reminder for us as we

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OpenIDEO Initiative

Advance Care Plans, Compassion, Courage, Death, End of Life Plans, Legacy, Lessons, Life, Life Events, Mindfulness, Organizing, Peace of Mind, Planning, Readiness, resources, Solutions, Time of reflection, Transition From Life / By

I’m participating in an OpenIDEO initiative that asks the question, “How might we reimagine the end-of-life experience for ourselves and our loved ones? IDEO is a design and innovation consulting firm in the San Francisco Bay Area. The challenge runs through July in collaboration with Sutter Health, Ungerleider Fund and HELIX Centre. Thought leaders from around

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