Blind spots

Strategy vs. Tactics

The famous book, “The Art of War” was written by Sun Tzu in approximately 500 BC. The quote, “Strategy without tactics is the slowest route to victory. Tactics without strategy is the noise before defeat.” 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 🙂 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 🙂 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.  During the holidays, it is estimated that fraud attempts increase 30%.  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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Planning – Track Progress

Planning – ah, a phrase that inspires us or shuts us down!  As the end of the year draws near, let’s think about plans we have that we’ve yet to complete, those we’ve completed and those we’ll add to the 2019 list! We develop plans to reach overall goals at home and work.  It is

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Next Gen / All Gen Protection

Next Gen / All Gen Protection is a topic near and dear to my heart.  In the eyes of the law, when a young adult turns 18, parents/guardians no longer have the legal right to obtain medical information about the young adult even if they are under your insurance and/or you are paying the bill.

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