Blog
The Living Planner Advisory Perspective – Rosie Fox, Certified Grief Specialist
As we prepare for the holiday season, many of us may have traditions that include being with loved ones. For those of us who have experienced the loss of loved ones, changes in the celebrations are marked. Loss comes in many forms. Dealing with grief and loss is something most people have to do sometime […]
Longevity
Have you ever been curious about your life span? Longevity is a topic that arises as we plan for our retirement. Will our resources cover us as we age? How do we plan for the unknown? Bloomberg posted an article yesterday that piqued my interest. Here is a recap of this article. “Americans increasingly need an accurate […]
Blind Spots
Funny thing, blind spots are referenced often in life. What are blind spots? Merriam Webster provides three simple definitions: : an area around a car, truck, etc., that the driver cannot see : a tendency to ignore something especially because it is difficult or unpleasant : a small area at the back of the eye […]
Fears
Providing workshops throughout communities, I’ve learned how often we are ill-prepared for any disruption from our “normal” day to day lives. This has been a year filled with natural disasters, of random shootings, accident, illness and other disruptions. Keeping our sights on outcomes we can impact and on the many positive aspects of our lives […]
The Living Planner Advisory Perspective Series – Laura Roeder, Team Financial Partners, LLC
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, let’s welcome Laura Roeder, a Registered Representative with Team Financial Partners, LLC. Laura is […]
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 […]
Uniform 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 […]
Data 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. […]
Remembering 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 […]