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National Update: Changes Ahead – Taxes

By Lynn Lambrecht | Sep 30, 2018

What do they say?  The two things we cannot avoid are death and taxes?!  Taxes are the topic we will consider today.  Taxes touch our lives when we make money, spend money, own property and invest.  As we approach Q4, let’s consider a few specific areas to review to make sure we are on target […]

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National Update: Changes Ahead Medicare Supplement Plans and Credit Freezes

By Lynn Lambrecht | Sep 23, 2018

As Q4 approaches, there are changes ahead to existing programs for 2019 that may impact you and/or your families.  So we stay on top of what’s happening to consider how best to proceed, let’s take a look at what has been announced thus far. Medicare Supplement Plans  Reuters reported this week that Medicare Supplement Plans […]

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Advisory Perspective Series – Christina Hall Joyfuel Life

By Lynn Lambrecht | Sep 15, 2018

This blog features articles to inform you about the practical pieces of “life’s administrative” tasks we often overlook.  Today, let’s get more purposeful and consider life as a gift we are able to live each day we wake up.  The Advisory Perspective Series this month features an amazing woman I’ve had the fortune of meeting.  She’s created […]

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Communication – Synergy is Powerful

By Lynn Lambrecht | Sep 9, 2018

In the workforce or at home, do you tend to “go solo” or work as a “team”?  When thinking about communication, how often do you consider the inherent value of combining your thoughts with others to maximize your results? Let’s consider the power of synergy beginning with defining the word.  Merriam Webster defines synergy + […]

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Communication – ADL’s and Finances

By Lynn Lambrecht | Sep 2, 2018

Continuing with the theme of communication, today we will consider family and finances.  Caring for ourselves and our loved ones often comes quickly, leaving little time to consider various options in the moment.  Monthly expenses, loss of income, assistance with activities of daily living (ADL’s) impact us emotionally and financially. Communication about and planning for […]

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Communication – It Takes Two

By Lynn Lambrecht | Aug 25, 2018

Communication is a something we do everyday.  We chit chat.  We talk.  We listen.  All of this can occur in casual circumstances, in business settings and at times in formal settings. Let’s consider for a minute the differences between listening and hearing.  The sentences below contain both listen and hear and shows the contrast: I listened […]

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On-going Review

By Lynn Lambrecht | Aug 18, 2018

Have you considered a “life review” recently?  How often do you change the oil in your car?  How about your tires?  What about having a medical check-up?  Do you schedule check-ups on a regular basis? It’s become clear that while we may schedule reviews of our physical selves or things we own, we may not […]

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Who’s on Your Team?

By Lynn Lambrecht | Aug 12, 2018

Teams – when you think of a team, what do you think of?  Sports?  Work?  Health?  If I were to ask you about your personal team, what would your response be? We’re going to focus on what you can concentrate on starting today to plan for and assess what you have in place for you […]

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2018 Business Trends to Watch

By Lynn Lambrecht | Aug 4, 2018

For anyone who is in business or does business, keeping up with trends can be exciting and daunting!  Change is underway at lightening speeds.  The issues on my watch list this year and into next year include:  Technological; Geo-political / Trade / Regulatory; Financial;  Shopping, Selling and Advertising, These issues all come into the picture for […]

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