Blog
Covid 19 State and National Informational Resources
Wherever you live, Covid 19 is impacting your country, state, province and community. In the US, a resource I found was from the National Council of State Legislatures. Their website updates information Monday – Friday @ 5pm ET. This information relays the state action underway, the state fiscal response, and an educational response for the […]
Productive Activities in Uncertain Times
As we change our day to day lives, let’s ponder some productive activities in uncertain times. Limiting social activities and implementing social distancing, I’d like to encourage you to take care of a few “to do’s” in order to get organized on the home front. But first, take a moment to breathe in and out. […]
Preparation vs. Panic
As we watch cities, states, countries across the globe react and respond to the COVID-19 virus, I’d like to focus on preparation vs. panic as we go about our days. In my local community, we received an update that 71 students have been asked to “self quarantine”, due to the testing of a school district […]
Advisory Perspective Series – Keli Calderon – Smart Money Academy
Financial literacy, financial comfort, financial understanding – all concepts of extreme importance. Learning about finances often comes in spurts throughout our lives, due to access and opportunity. Teaching students help kids understand the difference between earning, spending and saving, making them better money managers who’re able to budget. It also helps kids understand the value of money at an […]
The US Personal Tax Return Due Date is Coming – Are you Ready?
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 […]
Heart Awareness
February is the month we celebrate Valentines Day, love and our hearts! The National Heart, Lung and Blook Institute features February as Heart Awareness Month to raise awareness about heart health. This topic is personal for me. Heart issues run deep in my family. Yes, matters of the heart involve love and loving. Sometimes loving […]
Planting a Seed
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 […]
Advisory Perspective Series – Barb Hubbard Vestigo Coaching
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 […]
What I Learned From a Recent Conversation
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 […]