Blind spots

Who’s Your Advocate?

Who’s got your back? Who are your advocates? Broad questions, I know ๐Ÿ™‚ Important questions when considering the importance of maintaining good health and staying on top of your finances. Yes, who are your advocates or who are those who’ve got your back? In this crazy world that turns on a dime, having someone in […]

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Avoid Costly Mistakes with Medicare

The Medicare program is for those 65+ in the US. Often confusing, especially if you’re still working, here are some key points to avoid costly mistakes. CNBC posted an article this week to help us. Workers who are nearing age 65 and have health insurance through their job may want to consider how Medicare could

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Strategy vs. Tactics

The famous book, “The Art of War” was written by Sun Tzu in approximately 500 BC. The quote, โ€œStrategy without tactics is the slowest route to victory. Tactics without strategy is the noise before defeat.โ€ is instructive as you begin to decipher the difference between strategy vs. tactics. Strategy and Tactics Defined Strategy defines your long-term

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People and Kits

Disasters strike with little notice. People and kits are two things we can prepare in advance. It’s been an interesting week and weekend in Southern California. Excessive heat, two “swarms” of earthquakes and fire activity. Other areas of the country face other weather and non-weather related issues (cicada’s ๐Ÿ™‚ Cost of Climate Disasters in the

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June is Alzheimer’s and Brain Awareness Month

June is the month we bring awareness to the 50 million people worldwide who live with Alzheimer’s and other dementias and their families.

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Navigating Care Choices is Hard Work

Why does it have to be so difficult? When we are in “the situation” of navigating care choices for a loved one, it is hard enough. Now imagine you being older and trying to navigate care choices – what comes to mind? Fix it comes to mind immediately for me!! Realistically, it is important to

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Define and Protect Your A$$ets!

Today, let’s define and protect your a$$ets ๐Ÿ™‚ Those pesky little details are enough to drive us crazy sometimes! Assets, policies and beneficiaries – oh my! When the topic of life planning comes up, there are two aspects to discuss. What you have and how you designate a beneficiary (who receives it later). Asset Defined

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Health Care Decisions

National Health Care Decisions Day was Friday, April 16th! Health Care decisions involve decisions for all adults from the age of 18. To date, 60% of Americans have yet to document their health care decisions. If you are in the 40% – Bravo! How about this year, we all make an effort to make sure

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Fraud Protection During the Holidays

Fraud and data breaches are back in the news with the recent Marriott breach that hit the news this week.ย  During the holidays, it is estimated that fraud attempts increase 30%.ย  Fraud protection is a way of life and as the holidays approach, be especially vigilant with these tips. 1. Keep a close eye on

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