Blog
Q4 is here!
October represents the beginning of the final quarter of the year. Q4 is upon us. How are you doing with the goals you have set for yourself personally and professionally? Goal setting may or may not be your forte. For those who are interested in theory, Dr Edwin Locke and Dr Gary Latham spent many […]
Read MoreUniform Digital Assets Law
For all who are following state and national legislation about Digital Assets, the state of California has recently sent a bill to Governor Brown’s office in the state of California. AB691 allows access to a wide range of digital assets to treat them as if they are tangible assets. Digital Assets is a topic of […]
Read MoreData Security
Data surrounds us at work and at home. It is often the backbone of how we contact friends, clients, co-workers. Our home and business lives are intertwined with data at the center. To protect ourselves and our business, data security is an important topic to consider. How we manage information, contacts, documents is a decision. […]
Read MoreRemembering 9/11
Today is a somber day for so many impacted on 9.11.2001. May we take a moment to reflect upon what matters and appreciate the privilege of living. National Geographic has printed an article on this the 15th anniversary you may be interested in reading. Photos by Getty Images. Click here for access: Remembering 9/11 The […]
Read MoreThe Living Planner Advisory Perspective Series – Financial Accounting Services
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. Considering our financial picture involves gathering a strong team. This month, it is my pleasure to […]
Read MoreChange 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 […]
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