Lynn Lambrecht

The Living Planner Advisory Perspective Series – Mindy Bortness, Communication Works

Advisory Perspective, Blog, Business Advisory Services, Business owners, Communication, Corporate Culture, Employees, Engagement, Improvement, Leadership, Learning, Lessons, Life skills, Productivity, Solutions / By

Valentine’s week is upon us!  Happy Valentine’s Day to you and yours 🙂 Our Advisory Perspective series provides you with a perspective of how to prepare for meetings with professional advisors.  This month, I would like to introduce the President and CEO of Communication Works, Mindy Bortness, Increasing your Employee ROI.™  Mindy is a recognized leader […]

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What if …

Adulting, Advance Care Plans, Blind spots, Blog, Commitment, Communication, Courage, estate planning, Fears, ICE, Lessons, Life, Life Events, Life skills, Little things, Organizing, Planning, Power of Attorney, Preparation, protection, Wills / By

This week I stumbled upon an article.  If you’ve followed me for any period of time, you understand that I am an advocate for creating awareness about the practical aspects of life.  Consider me the “lay person interpreter” to help you understand what the “legalese”; “financialese”, “healthese” means in real life/practical terms. The statistics I

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Personal and Business Contacts

Blog, Business owners, Communication, Contacts, Data Security, ICE, Life, Life skills, Organizing, Peace of Mind, Planning, Power of Attorney, Preparation, Readiness / By

Recording vital information you use today and for others to access should they ever need to step in for you, is often overlooked as an item on our to-do list.  Using a smart phone has reduced my “knowing a number from memory”!  If someone needed access to your contacts, have you established a way for

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Set up to Win – Personal Fulfillment

Blog, Commitment, Corporate Culture, Fulfillment, Goal Setting, Journey, Leadership, Legacy, Life, Mindfulness, Peace of Mind, Self-care, Time of reflection / By

I love asking people I meet how they set up to win and how this correlates with personal fulfillment.  The responses vary.  The reasons vary.  How we approach living is a very personal perspective. At home and work, we interact daily with a variety of people.  Some we would choose to have in our lives,

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Deciding When to Decide

Adulting, Blind spots, Blog, Courage, Habit, Journey, Legacy, Lessons, Life skills, Peace of Mind, Preparation, protection, Readiness / By

It’s been quite a week of client meetings, workshops and presentations.   Have observed how many people hesitate to make a decision or take action.  What has come to the surface is this – often times, decisions are not made because of fear the decision cannot be undone/updated or corrected. This prompted me to write

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New Laws for Businesses in 2017

Blog, Business Advisory Services, Business owners, Financial, Planning, Preparation, Tax Planning / By

Happy New Year!  USA Today posted an article yesterday which provides a helpful overview for in business owners as we enter 2017.  Tax implications of decisions implemented are best known in advance.  Check with your tax consultants to ensure you are well prepared to take advantage of these new laws taking effect in 2017. “Joyce

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Fiduciary Retirement Accounts

Blog, Business Advisory Services, Business owners, Financial, New Year, Planning, Preparation, Retirement / By

The Department of Labor (DOL) has finalized its much anticipated new fiduciary rule applicable to financial institutions and advisors working with retirement savers. The final version has changed significantly from its proposed form.  These changes impact individual savers, companies providing benefits to employees and the financial industry providing services. Financial planning impacts all three generations in

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Cybersecurity 2017

Blog, Business Advisory Services, Business owners, Cyber Security, cyber-criminals, Data Security, Digital Assets, Identity Theft Protection, Online Accounts, phishing, Planning, Preparation, Privacy, protection / By

Our use of the internet has skyrocketed!  When considering our daily activities, it is difficult to imagine a day without access to news, banking, programs and apps that enhance our day.  The topic of Cybersecurity has been a topic of interest for individuals and businesses.  Technology throughout the US and the world is a backbone

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2017 California Business Law Changes

Blog, Business Advisory Services, Business owners, Corporate Culture, Employees, Planning, Preparation, protection, Readiness, Workplace / By

2017 is just around the corner!  Some interesting changes are ahead for businesses in California.  In an article this week published by Gary Quackenbush in The North Bay Business Journal, they ask if we are ready? The list is comprehensive.  Communication about these issues may come from your legal team, your HR department,  or possibly

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