Blog
2017 Digital Assets Update
Online accounts and what happens to them after we die / or if we are incapacitated is a subject that impacts a majority of people. Today, I want to write about the passing of a new law in California. As we wait for national legislation for Fiduciary Access to Digital Assets, we live in an […]
The Living Planner Advisory Perspective Series – Mindy Bortness, Communication Works
Valentine’s week is upon us! Happy Valentine’s Day to you and yours 🙂 Our Advisory Perspective series provides you with a perspective of how to prepare for meetings with professional advisors. This month, I would like to introduce the President and CEO of Communication Works, Mindy Bortness, Increasing your Employee ROI.™ Mindy is a recognized leader […]
What if …
This week I stumbled upon an article. If you’ve followed me for any period of time, you understand that I am an advocate for creating awareness about the practical aspects of life. Consider me the “lay person interpreter” to help you understand what the “legalese”; “financialese”, “healthese” means in real life/practical terms. The statistics I […]
Personal and Business Contacts
Recording vital information you use today and for others to access should they ever need to step in for you, is often overlooked as an item on our to-do list. Using a smart phone has reduced my “knowing a number from memory”! If someone needed access to your contacts, have you established a way for […]
Set up to Win – Personal Fulfillment
I love asking people I meet how they set up to win and how this correlates with personal fulfillment. The responses vary. The reasons vary. How we approach living is a very personal perspective. At home and work, we interact daily with a variety of people. Some we would choose to have in our lives, […]
Deciding When to Decide
It’s been quite a week of client meetings, workshops and presentations. Have observed how many people hesitate to make a decision or take action. What has come to the surface is this – often times, decisions are not made because of fear the decision cannot be undone/updated or corrected. This prompted me to write […]
New Laws for Businesses in 2017
Happy New Year! USA Today posted an article yesterday which provides a helpful overview for in business owners as we enter 2017. Tax implications of decisions implemented are best known in advance. Check with your tax consultants to ensure you are well prepared to take advantage of these new laws taking effect in 2017. “Joyce […]
Fiduciary Retirement Accounts
The Department of Labor (DOL) has finalized its much anticipated new fiduciary rule applicable to financial institutions and advisors working with retirement savers. The final version has changed significantly from its proposed form. These changes impact individual savers, companies providing benefits to employees and the financial industry providing services. Financial planning impacts all three generations in […]
Self-Care
Talking about self-care during the frenzy of the holidays sounds crazy, doesn’t it? It is precisely why am sharing this post from Tiny Buddha®! Ellen Bard shares 45 simple self-care practices for a healthy mind, body and soul. Mindfulness about you and your overall health is a gift that keeps on giving. Enjoy some time […]