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What is Estate Planning?

Estate Planning Awareness Week ends today, October 22nd. From a layperson’s perspective, estate planning is making sure you have the necessary permissions to have people help you when needed. Your state of residence will determine the laws used to guide you when drafting your legal documents. Estate Planning helps you document officially (legally) your end-of-life

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Cyber Security Awareness Tips

This month is Cyber Security awareness month. In the spirit of keeping safe online, it’s important for you to be aware and limit human error! The EBC Group in the UK have outlined six areas to pay attention to for your safety. Image by Gerd Altmann from Pixabay 1. Password Management Create Strong, Unique Passwords

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Suicide Prevention

Suicide is the 11th leading cause of death in the US, with more than 14 deaths for every 100,000 people. In 2022, suicide rates increased 3% compared to 2021, per US death certificate findings. September is Suicide Awareness Month. Resources are available to help, I want to share information from 988 Suicide & Crisis Lifeline

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Medication Go Bag

Storm season is upon us. Do you have a “go bag”? If so, do you have a medication go bag? This is your “tickle” reminder of the day 😉 As I don’t take any prescription medications, this was a learning experience for me too! Consider everyone in your family (including your pets) when making your

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Know Your Numbers

Know your numbers is a saying we hear often! Personal finances and business finances are what keep the wheels turning day in and day out 😉 This Advisory Perspective Series post is for anyone and everyone who keeps books and especially for those using QuickBooks Online! It is a pleasure to feature Debbi Allison, the

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Alzheimer’s and Brain Health

In June, Alzheimer’s and Brain Health comes to the forefront. Alzheimer’s disease is an irreversible progressive brain disorder that takes away memory, thinking skills and in time the ability to do simple tasks. Alzheimer’s is currently ranked as the seventh leading cause of death in the United States and is the most common cause of

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National Healthcare Decisions Day

National Healthcare Decisions Day (NHDD) is observed annually on April 16th since 2008. It started to highlight the importance of healthcare advanced care planning. Since today is April, 16th, it’s a great day to review all things advanced care planning 🙂 This day is set aside to create awareness and think through your wishes ahead

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