Blind spots

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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If you were away from work

We rely on schedules in daily life.   The busier we get, the juggling between activities occurs naturally, living a life of its own?!  Alas, we rely on routines, patterns of behavior, actions and responses to help us manage everything we do.  Think stimulus/response … Auto-pilot can be helpful  – the less we have to think,

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Practice makes Perfect

We’ve seen much over the past weeks that lend consideration to “expecting the unexpected”.  Situations beyond our control stretch us beyond our comfort zones.  We are faced with unfamiliar circumstances and see the best in people/humanity or are stunned by dismal reactions. How might we be ready to be ready?  Let’s start small.  IF we

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Hacked?  What can you do?

Companies have been impacted by outside hackers more frequently than we would like.  Notable breaches into Yahoo, Adobe, Target, Anthem Insurance, and the US Office of Personnel Management have resulted in our personal data being stolen.  Identity theft is a nightmare.  Thieves who pose as you open new credit accounts, file phony tax returns, buy

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Buy the Farm

Did you know that the origin of the phrase “buy the farm” from the US Air Force in the 1950’s?  A story about its origin was told in an issue of American Speech in 1955. “Jet pilots say that when a jet crashes on a farm the farmer usually sues the government for damages done to

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Privacy Protection

The topic of hacking is front and center today.  How do people and businesses take preventative steps to minimize threats and protect sensitive information? The FTC has a Data Security site.  On this site you’ll find a variety of articles to assist you/your business informed about protection guides to help you navigate choices during these

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Impact of Stress to our Bodies

Fast paced life is “part and parcel” of our existence these days it seems.  We constantly seek to fit it all in at work and home.  Speed, deliverables, client focus, customer care, ROI, interaction, engagement, quality time with family, friends, hobbies, passions  – so much, how do we keep it all in check? Meeting a

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Preparing for the Practical

Talking about accidents, illness or even death is not something that comes naturally for most.  Amidst the diagnosis, situation or aftermath, there are a number of practical concerns that come at us all at once. Often we are ill-prepared for the practical needs, as we struggle to get through the day.  There comes a time

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Post-retirement Health Needs

I participate in a networking group with a group of professionals across industries:  legal, financial, insurance, home care, fiduciaries, funeral planning, assisted living, accounting and tax mitigation.  We meet monthly to review live examples of cases of people who experience life’s realities and gather to provide input as to how we may in our professions

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