Blind spots

What If: Disability

The Social Security Disability insurance program provides benefits to disabled workers and their dependents. Workers earn benefits coverage by working and paying Social Security Taxes on their earnings. Per the Social Security Administration website, there are 56 Million Americans (1 in 5) live with disabilities.  It is particularly sobering to note that for 20 year […]

What If: Disability Read More »

Debt and Death

Debt and Death: What Happens? What happens to your debts after you die depend on various factors:  what type of debt is it; what is the marital status; was there a co-signer; is the state of residence a “community property” state; and the specifics of the estate left behind.   Dealing with debt at any time

Debt and Death Read More »

What if …

This week I stumbled upon an article.  If you’ve followed me for any period of time, you understand that I am an advocate for creating awareness about the practical aspects of life.  Consider me the “lay person interpreter” to help you understand what the “legalese”; “financialese”, “healthese” means in real life/practical terms. The statistics I

What if … Read More »

Deciding When to Decide

It’s been quite a week of client meetings, workshops and presentations.   Have observed how many people hesitate to make a decision or take action.  What has come to the surface is this – often times, decisions are not made because of fear the decision cannot be undone/updated or corrected. This prompted me to write

Deciding When to Decide Read More »

The Living Planner Advisory Perspective – Rosie Fox, Certified Grief Specialist

As we prepare for the holiday season, many of us may have traditions that include being with loved ones.  For those of us who have experienced the loss of loved ones, changes in the celebrations are marked. Loss comes in many forms.  Dealing with grief and loss is something most people have to do sometime

The Living Planner Advisory Perspective – Rosie Fox, Certified Grief Specialist Read More »

Blind Spots

Funny thing, blind spots are referenced often in life.   What are blind spots? Merriam Webster provides three simple definitions: : an area around a car, truck, etc., that the driver cannot see : a tendency to ignore something especially because it is difficult or unpleasant : a small area at the back of the eye

Blind Spots Read More »

Scroll to Top