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The Living Planner Advisory Perspective Series

By Lynn Lambrecht | Oct 4, 2015

Various professionals serve us throughout our lives.  This Advisory Perspective Series was created to allow you to see “behind the curtain” and get to know professionals.  As you build your team in life asking questions to get to know them, what they do and how they will support you moving forward is so important.  Select […]

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Journey of work, life, saving, spending and … retirement!

By Lynn Lambrecht | Sep 29, 2015

There is a new 72 page report out from JPMorganfunds.com entitled The Millennials I found referenced in Forbes this week.  The focus is on the journey from savings until retirement. After listing numerous challenges (student debt, global challenges for jobs and government pressure in the US to reduce “entitlements”), this is the line that spoke […]

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Time of Reflection

By Lynn Lambrecht | Sep 11, 2015

The clock read 0515 upon waking Friday, 11 September, 2015.  This in and of itself is not uncommon for me, yet on this day, it was different.  It was a time to remember and a time of reflection. 14 years earlier I was called into a conference room to watch the footage of one of […]

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2015 Analysis CA “End of Life Option Act” SB 128

By Lynn Lambrecht | Sep 4, 2015

Of late, we have been researching end of life options as they are being considered throughout the United States. Continuing in this vein, California has current legislation, SB 128 on the docket.  The Patients Rights Council in Ohio recently posted information about the California legislation which may be of interest to you. http://www.patientsrightscouncil.org/site/analysis-2015-california-end-of-life-option-act-sb-128/ The California […]

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The Living Planner Advisory Perspective Series

By admin | Aug 24, 2015

Various professionals serve us throughout our lives. This Advisory Perspective Series was created to allow you to see “behind the curtain” and get to know professionals. As you build your team in life asking questions to get to know them, what they do and how they will support you moving forward is so important. Select […]

Read More

The Living Planner Advisory Perspective Series

By Lynn Lambrecht | Aug 24, 2015

Various professionals serve us throughout our lives.  This Advisory Perspective Series was created to allow you to see “behind the curtain” and get to know professionals.  As you build your team in life asking questions to get to know them, what they do and how they will support you moving forward is so important.  Select […]

Read More

Medicare’s Role in End of Life Care Plans

By Lynn Lambrecht | Aug 23, 2015

The Henry J. Kaiser Family Foundation recently wrote an informational and insightful article explaining Medicare’s role in end of life care plans.  About three-quarters of the 2.5 million people who die during the year in the US are ages 65 and older, making Medicare the largest insurer of health care provided during the last year […]

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Medicare’s Role in End of Life Care Plans

By admin | Aug 23, 2015

The Henry J. Kaiser Family Foundation recently wrote an informational and insightful article explaining Medicare’s role in end of life care plans. About three-quarters of the 2.5 million people who die during the year in the US are ages 65 and older, making Medicare the largest insurer of health care provided during the last year […]

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Digital Assets Resource Guide

By Lynn Lambrecht | Aug 18, 2015

Last week we covered the definition of Digital Assets. It is so easy to open an account online.  We do it for shopping, email, business services, social media, banking, investments, apps, books, music, pictures, groceries and more.  It gave me cause for pause this weekend.  It was time to get busy and create a “Digital […]

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