Blog
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 […]
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Veterans Day
As Veterans Day approaches, it’s a time to recognize not only the service of our veterans but also ensure they and their families are aware of the comprehensive benefits they’ve earned through their sacrifice and dedication. This blog post is written to share key benefits and resources available to veterans and their loved ones. Photo […]
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Family Caregivers
The Hidden Heroes Among Us: Celebrating National Family Caregivers Month In homes across America, an extraordinary story of love, dedication, and sacrifice unfolds every day. These stories belong to family caregivers—parents caring for children with special needs, adult children supporting aging parents, and grandparents stepping in to raise grandchildren. This November, during National Family Caregivers […]
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2025 Tax Brackets
It’s that time of year … the IRS announced tax brackets for 2025. Every fall, the IRS announces inflation adjusted tax brackets for the following year to protect us from inflation pushing us into a higher tax bracket. US inflation is lower than it’s been in three years and the IRS annual adjustment is smaller […]
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2025 Medicare Changes
Changes to Medicare taking effect in 2025 are on the horizon. Medicare open enrollment started October 15th and goes through December 7th. There’s so much information out there – wow! In this post, I’ll try to highlight the key points and encourage you to talk with experienced insurance brokers to help you sort through what’s […]
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Climate Risk Data
Recently, Zillow introduced comprehensive climate risk data on for-sale listings across the US. This piqued my interest and I began a little research. My curiosity led me to uncover various sites and tools you may find of interest too. CNBC reports “Climate risks are now a critical factor in home-buying decisions,” said Skylar Olsen, chief […]
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Fire Prevention Week
Fire prevention week is October 6-12, 2024. This year’s theme is “Smoke Alarms: Make them work for you”. Living in California, I think of big fires impacting our community when I think about fire. This year, more than 1,400 people, including 43 firefighters, lost their lives to fires in the US. Thousands of acres of […]
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Healthy Aging
To close out September, I learned it is Healthy Aging Month! Healthy Aging Month is a time to celebrate life and get ready for the physical and mental aspects of growing older. #NIAHealth Tips to Promote Healthy Aging Many factors can influence healthy aging. While some of these factors, such as genetics, are not within […]
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Invisible Conditions
Many people live with “invisible conditions” that cannot be seen. According to the CDC, invisible conditions affect an estimated 10% of the 61 million Americans with physical or mental ailments that limit their movements or senses. September is Suicide Prevention Month. National Alliance on Mental Illness (NAMI) Their goal is to ensure that individuals, friends, […]
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