Blog
Inclement Weather
What a week of inclement weather coast to coast. Fires consuming multiple areas of Los Angeles County, to ice and snow covering the south is an ominous start to 2025 😔 Fire and Ice Pixabay.com As a former Angelino, who now lives 90 miles south of LA, here is a fact and a little history […]
Daily Routines
2024 flew by for me! The New Year of 2025 is here and what a great time to create daily routines that allow joy! Benefits of Daily Routines When reading about the benefits of daily routines, I didn’t see joy on the list 🤷🏻♀️Along with joy, other benefits include: Photo by Amanda Jones on Unsplash […]
Looking Ahead
Here we are—the last Sunday of 2024! There were two news items that broke this week to be aware of. I have a quick update today about the BOI reporting I wrote about weeks back. This week, there was an important update to the BOI reporting information: a court decision to lift the pause for […]
The Dash
I reacquainted myself with The Dash recently. I went onto to Etsy to purchase Linda Ellis’ signed poem she penned in 1996. This poem is a reminder about the small dash that connects the year of a person’s birth and the year of their death on a tombstone. The dash represents the time spent living […]
Advisory Perspective Series – Tax Resolution
A few times a year, I ask a professional to answer a series of questions about their work. Today, I’d like to introduce you to someone who provides invaluable work worldwide as a Certified Tax Resolution Specialist. We all know about taxes! Having someone who can help when you encounter difficulty is a gift! Image […]
BOI Reporting UPDATE
Image by kalhh from Pixabay Beneficial Ownership Information (BOI) reporting took effect January 1, 2024. This has been a topic of interest over the past month during meetings I’ve attended. News update, as of December 3rd the U.S. District Court for the Eastern District of Texas granted a nationwide preliminary injunction blocking enforcement of the […]
Changes Ahead
December is here – I don’t know about you, but it seems this year has gone by quickly 🤔 Changes are ahead! Let’s make sure you’re ready! Change is inevitable, and with each new year comes a fresh wave of transitions, challenges, and opportunities. Whether you’re anticipating personal changes, professional shifts, or broader societal developments, […]
Thanksgiving
As families and friends begin to celebrate Thanksgiving in the US, I want to wish you all a happy Thanksgiving! I’m keeping it short and sweet this week 🙂 As always, feel free to send me an Email or Message if you have any questions. For additional information about my work check out @ The Living Planner or @ The […]
Q4 Plans
Q4 plans are underway. Plans and planning are often lumped into the same “bucket”. Over the years, I’ve discovered the main difference between plans and planning is that planning is the process of thinking about how to achieve a goal, while a plan is the documentation of that process. Separating the how from the execution is […]