Blind spots

Sending out an SOS

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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National Issue: RAISE Act

On January 9, 2018 Congress passed HR3759 / S1028 the Recognize, Assist, Support and Engage Family Caregivers Act (RAISE).  The RAISE Act aims to help the relatives and partners who provide medical, household and financial assistance to loved ones.  The bill is on the President’s desk awaiting signature.  It could affect employers of more than

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Insurance Itemization

Natural disasters hit the US hard in 2017.  The National Oceanic and Atmospheric Administration estimates the economic impact from these natural disasters was $306 Billion dollars. Individuals impacted by the hurricanes and wildfires faced the daunting task of beginning administrative tasks of filing claims, often with no physical record of their belongings.  During personal tragedy,

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Take Inventory

Year End is approaching.  It is a time of reflection and of action.  We scramble to conclude projects by year-end, to take inventory and establish plans for starting the New Year off with a solid foundation. In California, there has been widespread devastation from fires in the past weeks.  Communities are responding, People are responding.

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Sensitivity

Endings can lead to new beginnings.  Whether it is a loss of a person, pet, relationship – it takes time to assess who we are, what we feel and how we wish to move forward. The holidays are tricky.  Nostalgia of memories can be triggered and we can feel the pressure of feeling “happy”, when

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Estate Planning

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

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What is the “Estate Tax”?

Taxes are in the news of late.  There is one particular tax that gets a lot of press – the “estate tax”.  Let’s look at the facts about estate taxes today – what in the heck is the “estate tax”? Small business owners and families alike face a variety of issues throughout life.  Taxes come

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Empathy vs. Sympathy

Brene Brown is a remarkable person.  Her studies have taken her down paths of understanding of human nature.  It was a reminder today as I participated in a conference that featured her short video segment outlining “empathy vs. sympathy”. This short segment serves as a reminder during those “life moments” when we are unclear how

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