Blog
Keeping Track of Online Accounts
How many times during the day do you access an account online, using a user name and password? Is this such a common occurrence that it doesn’t “register” as something to think about? In casual conversation I often ask this question when talking with people. Online accounts are prevalent – we access our personal accounts, […]
Read MoreSending out an SOS
Have had the Police song, “Message in a Bottle” from 1979 running in my mind of late. The lyrics, “sending out an SOS” come to mind as I draft this post for you. If for some reason you were in a position that required someone from work to contact people in your personal life or […]
Read MoreAdvisory Perspective – Sunday Dinner Stories
To kick off the 2018 Advisory Perspective Series, I am delighted to feature Michelle Beckman, the Founder of Sunday Dinner Stories. The Advisory Perspective asks six questions of various professionals to provide you an overview of who they are and how they work with people. Valentine’s Day is around the corner – a time we […]
Read MoreNational Issue: RAISE Act
On January 9, 2018 Congress passed HR3759 / S1028 the Recognize, Assist, Support and Engage Family Caregivers Act (RAISE). The RAISE Act aims to help the relatives and partners who provide medical, household and financial assistance to loved ones. The bill is on the President’s desk awaiting signature. It could affect employers of more than […]
Read MoreBusiness Inventory
This month, we’ve discussed taking inventory of things we own, use and have at home. What about the office? Whether you are a worker or a business owner, taking inventory at work is a critical component when considering sustaining work flow. How often do you take inventory or pay attention to what you use within […]
Read MoreInsurance Itemization
Natural disasters hit the US hard in 2017. The National Oceanic and Atmospheric Administration estimates the economic impact from these natural disasters was $306 Billion dollars. Individuals impacted by the hurricanes and wildfires faced the daunting task of beginning administrative tasks of filing claims, often with no physical record of their belongings. During personal tragedy, […]
Read MoreThings at Home
In the 2018 Roadmap outlined last week, we begin with a project “Things at Home”. This is the first step of paying attention to what is in your world. Stop and look around. In a world filled with perpetual distraction, be still for a moment. We are surrounded by things – some of great importance, […]
Read More2018 Roadmap
How do we know where we are going, if we’ve yet to map it out? A road map helps us see where we are and map out where we are going. In 2018, you’ll receive weekly emails from us highlighting topics and issues of interest and impact to living our day to day lives at […]
Read More5, 4, 3, 2, 1 …
Happy New Year to you and yours! As we kick off 2018 here is an English Proverb for you. We’ll be back next week! Thank you for being a part of this community. Thank you for giving me feedback throughout the year. Thank you for the opportunity to serve you. If one of your goals […]
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