Blog
Change is in the air
Nature provides such a clear example of change through the seasonal changes we experience. We cycle through the seasons each year knowing the sometimes the changes are subtle, sometimes distinct. Nothing stands still, change is natural, expected and certain. Summer days are drawing to a close. A new season is upon us. Sparky Anderson […]
Read MoreAccidents Happen
Responding to a call from someone who has been in an accident brings up a range of emotions. Separating emotions from the experience seems impossible. There are so many “task related” necessities demanded in these situations it is easy for overwhelm to settle in. How do we know what to do after an accident? Here […]
Read MoreThe Living Planner Advisory Perspective Series – Shoup Legal
The Living Planner Advisory Perspective Series presents questions to professionals each month. We provide our readers with this information to help them prepare for meetings with professionals they may consider using to help them plan and prepare for life. This month, it is my pleasure to introduce Andrea Shoup of Shoup Legal. Andrea K. Shoup […]
Read MoreTips for Identity Theft Protection
The California Department of Justice provides the top ten tips for identity theft protection for consumers. Such valuable information for us to review and evaluate for our personal and business information. “An identity thief takes your personal information and uses it without your knowledge. The thief may run up debts or even commit crimes in […]
Read MorePrivacy and Online Accounts
The 2013 US Census Report reveals that 71% of US Households reported that they access the internet from home. The Pew Center reports that 72% of Online Adults are Social Networking Site Users. These statistics are staggering in comparison to comparable 1997 reports showing that a mere 18% of households reported they accessed the internet! […]
Read MoreThe Importance of Reviewing Beneficiary Choices
After writing the “once and done” post last week, it is important to mention one area that is frequently overlooked, your beneficiary choices. Time and time again we encounter the stories of someone who has named a person years back who is not longer their choice today. This oversight can lead to unfortunate consequences. Why […]
Read MoreOnce and Done
When we complete a task we have set forward to complete, there can be a feeling of satisfaction, of completeness such as “yes, that’s done”! We move on from that task onto the next task after placing a “check-mark” on the list of things to do. If we think of filing tax returns, this feeling […]
Read More7 Life Skills Your Teen Needs to Be Independent
Summer is in full swing. High School graduation parties lead to the preparation for a new class of 2020 to depart for an exciting time in their lives. Denise Witmer from verywell.com posted this article in May, 2016 to help your teens learn certain skills before move. It’s a great reminder for us as we […]
Read MoreOpenIDEO Initiative
I’m participating in an OpenIDEO initiative that asks the question, “How might we reimagine the end-of-life experience for ourselves and our loved ones? IDEO is a design and innovation consulting firm in the San Francisco Bay Area. The challenge runs through July in collaboration with Sutter Health, Ungerleider Fund and HELIX Centre. Thought leaders from around […]
Read More