Assess

Planning – Track Progress

Planning – ah, a phrase that inspires us or shuts us down!  As the end of the year draws near, let’s think about plans we have that we’ve yet to complete, those we’ve completed and those we’ll add to the 2019 list! We develop plans to reach overall goals at home and work.  It is

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Prepare for Estate Planning – Layperson’s Perspective

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

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Step-in Readiness

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.

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Communication – Synergy is Powerful

In the workforce or at home, do you tend to “go solo” or work as a “team”?  When thinking about communication, how often do you consider the inherent value of combining your thoughts with others to maximize your results? Let’s consider the power of synergy beginning with defining the word.  Merriam Webster defines synergy +

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Communication – ADL’s and Finances

Continuing with the theme of communication, today we will consider family and finances.  Caring for ourselves and our loved ones often comes quickly, leaving little time to consider various options in the moment.  Monthly expenses, loss of income, assistance with activities of daily living (ADL’s) impact us emotionally and financially. Communication about and planning for

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Who’s on Your Team?

Teams – when you think of a team, what do you think of?  Sports?  Work?  Health?  If I were to ask you about your personal team, what would your response be? We’re going to focus on what you can concentrate on starting today to plan for and assess what you have in place for you

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Heads-up: Watch out for Exposure

What a week!  In today’s post, we will concentrate on three specific issues of growing importance impacting people of all ages.  Privacy, personal data and protection of your personal information. Security issues have been in the forefront after massive security breaches impacting our identities which in turn effects our ability to file/obtain taxes, secure finances

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