Transitions are defined as, “the process or a period of changing from one state or condition to another”. As we prepare for a seasonal transition of summer to autumn, it seemed fitting to cover the transitions of life we undergo. Transitions In Life From Birth through retirement and advanced age, transitions are with us every […]
Transitions Are A Part of Life Read More »
Nasty ransomware is rampant. Darn it, we wake up week after week to another massive data breach 🙁 This week is was T-Mobile and over 40 Million impacted. You and your work are impacted even when you may not be aware. Have found some resources to share to help you “in case”. T-Mobile Impact Lock
Ransomware is Rampant Read More »
Who’s got your back? Who are your advocates? Broad questions, I know 🙂 Important questions when considering the importance of maintaining good health and staying on top of your finances. Yes, who are your advocates or who are those who’ve got your back? In this crazy world that turns on a dime, having someone in
Who’s Your Advocate? Read More »
The Medicare program is for those 65+ in the US. Often confusing, especially if you’re still working, here are some key points to avoid costly mistakes. CNBC posted an article this week to help us. Workers who are nearing age 65 and have health insurance through their job may want to consider how Medicare could
Avoid Costly Mistakes with Medicare Read More »
Losing someone you love changes your world. Losing someone in an instant is devastating.
I’m often asked what is it that I do? When I started The Living Planner, I wanted to test a theory. 60% of Americans do not have a will/trust or advanced health care directives. Business owners and departmental leadership rarely have considered or executed plans in case of disruption of the business or the loss
Life and Business Protection Planning Read More »
Next Gen / All Gen Protection is a topic near and dear to my heart. In the eyes of the law, when a young adult turns 18, parents/guardians no longer have the legal right to obtain medical information about the young adult even if they are under your insurance and/or you are paying the bill.
Next Gen / All Gen Protection Read More »
American Thanksgiving is upon us. Thanksgiving is my favorite holiday of the year! It was great when I lived and worked in Canada for four Thanksgivings to have two days a year to celebrate being thankful! If you’ll indulge me, I’d like to Talk Turkey with you today. No, not the literal turkey, although it
The estate planning process can seem ominous, confusing and for many, we stop here. Learning how to prepare for estate planning from a layperson’s perspective can help unravel the process and provide you with information to proceed with more confidence. Today in America, approximately 60% of Americans have not created a will/trust. What does this
Prepare for Estate Planning – Layperson’s Perspective Read More »
Way back before “contingency plans” were discussed, my attention was drawn to the need to have an understanding of what a team member did, due to serious illness. My creation of “step-in readiness” was born! It’s funny now to look back at those times and see how it impacted my business life and personal life.
