Last week we discussed estate planning. An important issue of estate planning is naming beneficiaries. Beneficiary designations are often overlooked, as we can presume that it is covered within the will/trust itself. Today, let’s consider the reasons to uncover the accounts that typically ask you to designate a beneficiary and what to think about when designating […]
Beneficiary Designations Read More »
Q4 is here! Where has the year gone? A common refrain as we enter into the last quarter of the year! How ready are you to take care of business? I’ve returned from a conference with amazing women who are all pursuing their professions with gusto. Time and time again, we ask ourselves if we
Take Care of Business – Personal Edition Read More »
Picture this – a beautiful sunny, warm Southern California late afternoon. Sitting outside with a client, we were talking about life, business, families. Out of the blue, I was asked “Why do you do what you do? It’s like having a root canal”! Laughter bubbled out of me as I replied, “I guess it makes
Online shopping taxes in 50 states and over 3000 counties across the US has become reality for businesses – small and large with the recent Supreme Court decision. States and counties have been searching for ways to boost their revenue streams. Online retailers and marketplaces are now faced with compliance to collect tax on orders placed
Does the Supreme Court Decision About Online Taxes Impact You? Read More »
Have had the Police song, “Message in a Bottle” from 1979 running in my mind of late. The lyrics, “sending out an SOS” come to mind as I draft this post for you. If for some reason you were in a position that required someone from work to contact people in your personal life or
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Our days are filled. Time is a precious resource. Busy does not equate to results. Haven’t we all heard, seen and experienced this? Struggling to balance everything on our plates can be overwhelming, especially when reviewing items of importance at work and home. The upcoming year end activities may add to the mix. Deadlines, quarterly
Estate planning allows us to avoid legal questions that arise when anyone is incapacitated or dies. Questions about finances, property, guardianship for minors, tax implications of selling property, business transfers, medical/health care considerations, funeral plans and more. Decisions made and implemented today may be modified over time, allowing flexibility over time for changes you desire. Whether
We rely on schedules in daily life. The busier we get, the juggling between activities occurs naturally, living a life of its own?! Alas, we rely on routines, patterns of behavior, actions and responses to help us manage everything we do. Think stimulus/response … Auto-pilot can be helpful – the less we have to think,
If you were away from work Read More »
Did you know that the origin of the phrase “buy the farm” from the US Air Force in the 1950’s? A story about its origin was told in an issue of American Speech in 1955. “Jet pilots say that when a jet crashes on a farm the farmer usually sues the government for damages done to
The topic of hacking is front and center today. How do people and businesses take preventative steps to minimize threats and protect sensitive information? The FTC has a Data Security site. On this site you’ll find a variety of articles to assist you/your business informed about protection guides to help you navigate choices during these
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