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November is Alzheimer’s Awareness Month
I love November – my birthday and my favorite holiday of the year – Thanksgiving are in November! The clocks turned back last night in the US, the air is getting crisp and it is Alzheimer’s Awareness Month. During this month of thanks, I for one would like to extend tremendous thanks for the Alzheimer’s […]
Read MoreBeneficiary Designations
Last week we discussed estate planning. An important issue of estate planning is naming beneficiaries. Beneficiary designations are often overlooked, as we can presume that it is covered within the will/trust itself. Today, let’s consider the reasons to uncover the accounts that typically ask you to designate a beneficiary and what to think about when designating […]
Read MorePrepare for Estate Planning – Layperson’s Perspective
The estate planning process can seem ominous, confusing and for many, we stop here. Learning how to prepare for estate planning from a layperson’s perspective can help unravel the process and provide you with information to proceed with more confidence. Today in America, approximately 60% of Americans have not created a will/trust. What does this […]
Read MoreStep-in Readiness
Way back before “contingency plans” were discussed, my attention was drawn to the need to have an understanding of what a team member did, due to serious illness. My creation of “step-in readiness” was born! It’s funny now to look back at those times and see how it impacted my business life and personal life. […]
Read MoreTake Care of Business – Personal Edition
Q4 is here! Where has the year gone? A common refrain as we enter into the last quarter of the year! How ready are you to take care of business? I’ve returned from a conference with amazing women who are all pursuing their professions with gusto. Time and time again, we ask ourselves if we […]
Read MoreAdvisory Perspective Series – Christina Hall Joyfuel Life
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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