It’s coming – that time of year, when individual US tax returns are being submitted and prepared to file on/before 15 April, 2020. Are you ready? Organizing for tax filing efficiency involves personal choices of how you organize documentation and receipts in conjunction with preparing personal returns. Consider this – is your information easy to […]

Planting a seed is an analogy for me to remember that results take time. After planting, variables such as water, temperature, sunlight and soil all come into play into forming the results. When we consider considering life’s “administrative” side, let’s consider reasons why this is important. It’s difficult making decisions about someone or for someone […]

We all have 24 hours in each day, correct? Ah, some days it feels like more or less! Linking productivity with time opens up a perspective that allows us to consider the quality of our actions, vs. the quantity. Today, it is my pleasure to introduce a woman I respect to be featured on the […]

While updating all online accounts in my name this month, I had an interesting conversation with a customer service representative at Starbucks. You see, I’ve been a Starbucks Gold Member since 1992! I called to ask what would be involved to notify them of the death of an account holder. This amazing customer service representative […]

Today, I’m combining two subjects near and dear to me – flying and well-being! Flying above the clouds has always been one of my favorite places to be. It seemed to be a new frontier where everything seemed possible. When I flew the first time on a private jet, we climbed to an altitude of […]

Welcome to a New Year and a New Decade! The holidays are over and it’s time to jump into the new year. There are a series of new laws across the country that went into effect Wednesday on issues from privacy to guns and wages. **Do check on specific laws that may have changed in […]

Congress passed an important retirement-savings law called Setting Every Community Up for Retirement Enhancement, or the SECURE Act of 2019. The law takes effect on Jan. 1, 2020. After stalling for months, Congress suddenly passed the bills as an attachment to budget appropriations. The SECURE Act contains 29 separate provisions, but here are five that are relevant, timely, and likely to change the […]