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Year-end Tips

By Lynn Lambrecht | Dec 23, 2017

This time of year affords us an opportunity to reflect upon the year.  What worked well this year?  What tweaks may we make for next year?  Are there areas of opportunity to explore next year? Year-end tips and tricks from the experts include specific areas of review.  Here are a few areas you may wish […]

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Take Inventory

By Lynn Lambrecht | Dec 12, 2017

Year End is approaching.  It is a time of reflection and of action.  We scramble to conclude projects by year-end, to take inventory and establish plans for starting the New Year off with a solid foundation. In California, there has been widespread devastation from fires in the past weeks.  Communities are responding, People are responding. […]

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Sensitivity

By Lynn Lambrecht | Dec 3, 2017

Endings can lead to new beginnings.  Whether it is a loss of a person, pet, relationship – it takes time to assess who we are, what we feel and how we wish to move forward. The holidays are tricky.  Nostalgia of memories can be triggered and we can feel the pressure of feeling “happy”, when […]

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Impact

By Lynn Lambrecht | Nov 25, 2017

As we wrap up the Thanksgiving holiday in the US, giving thanks has dominated the week.  Gathering with family and friends; sharing food, stories and time together begins the kickoff of the holiday season. Have you ever considered the impact others have had in your life and the impact you have had in the lives […]

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Prioritization

By Lynn Lambrecht | Nov 19, 2017

Our days are filled.  Time is a precious resource.  Busy does not equate to results.  Haven’t we all heard, seen and experienced this?  Struggling to balance everything on our plates can be overwhelming, especially when reviewing items of importance at work and home. The upcoming year end activities may add to the mix.  Deadlines, quarterly […]

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Veterans Day

By Lynn Lambrecht | Nov 12, 2017

Yesterday was a day celebrated with parades and acknowledgement across the country.  Veterans Day is a day we pay honor to those who serve to keep us/our county safe.  As of 2014, the VA estimates there were 22 million military veterans in the U.S. population. If you add their figures on veterans to the active […]

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It’s About How you Live

By Lynn Lambrecht | Nov 4, 2017

November, 2017 is National Hospice and Palliative Care Month.  “It’s About How you Live” is a theme used to describe the care provided by trained professionals.  Hospice care and palliative care are different and each provide care and comfort for patients. These terms are often used interchangeably, yet they have distinct differences.  Palliative care is […]

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Estate Planning

By Lynn Lambrecht | Oct 29, 2017

Estate planning allows us to avoid legal questions that arise when anyone is incapacitated or dies.  Questions about finances, property, guardianship for minors, tax implications of selling property, business transfers, medical/health care considerations, funeral plans and more.  Decisions made and implemented today may be modified over time, allowing flexibility over time for changes you desire. Whether […]

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What is the “Estate Tax”?

By Lynn Lambrecht | Oct 22, 2017

Taxes are in the news of late.  There is one particular tax that gets a lot of press – the “estate tax”.  Let’s look at the facts about estate taxes today – what in the heck is the “estate tax”? Small business owners and families alike face a variety of issues throughout life.  Taxes come […]

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