January traditionally presents itself as a month brimming with possibilities and new beginnings. It’s a time to set goals for the future, and embrace a fresh perspective. What is a fresh perspective anyway?! Researching this week, I landed upon an article from Idealist.org (June, 2021) about gaining perspective. I’d like to share some key points […]
Fresh Perspectives Read More »
February is here! As we embark on month two of 2023, it’s a great time to consider a room by room review of what’s where! This is a challenge I’m giving myself as I prepare to simplify this year! The Purpose of a Room by Room Review It’s so easy to go through day to
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
Planning – Track Progress Read More »
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.
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 +
Communication – Synergy is Powerful Read More »
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
Communication – ADL’s and Finances Read More »
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
Who’s on Your Team? Read More »
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
Heads-up: Watch out for Exposure Read More »
We are one month away from individuals filing 2017 taxes and today we’ll discuss taxes for the longer term. Yes, in 2018 the new provisions passed by Congress in December, 2017 will take effect. Coverage of these provisions has highlighted the impact to companies and businesses. Today, we will consider the impact of these new
Tax Considerations for Individuals Read More »
