This blog features articles to inform you about the practical pieces of “life’s administrative” tasks we often overlook. Today, let’s get more purposeful and consider life as a gift we are able to live each day we wake up. The Advisory Perspective Series this month features an amazing woman I’ve had the fortune of meeting. She’s created […]
Advisory Perspective Series – Christina Hall Joyfuel Life Read More »
In the workforce or at home, do you tend to “go solo” or work as a “team”? When thinking about communication, how often do you consider the inherent value of combining your thoughts with others to maximize your results? Let’s consider the power of synergy beginning with defining the word. Merriam Webster defines synergy +
Communication – Synergy is Powerful Read More »
Continuing with the theme of communication, today we will consider family and finances. Caring for ourselves and our loved ones often comes quickly, leaving little time to consider various options in the moment. Monthly expenses, loss of income, assistance with activities of daily living (ADL’s) impact us emotionally and financially. Communication about and planning for
Communication – ADL’s and Finances Read More »
Communication is a something we do everyday. We chit chat. We talk. We listen. All of this can occur in casual circumstances, in business settings and at times in formal settings. Let’s consider for a minute the differences between listening and hearing. The sentences below contain both listen and hear and shows the contrast: I listened
Communication – It Takes Two Read More »
Have you considered a “life review” recently? How often do you change the oil in your car? How about your tires? What about having a medical check-up? Do you schedule check-ups on a regular basis? It’s become clear that while we may schedule reviews of our physical selves or things we own, we may not
Teams – when you think of a team, what do you think of? Sports? Work? Health? If I were to ask you about your personal team, what would your response be? We’re going to focus on what you can concentrate on starting today to plan for and assess what you have in place for you
Who’s on Your Team? Read More »
For anyone who is in business or does business, keeping up with trends can be exciting and daunting! Change is underway at lightening speeds. The issues on my watch list this year and into next year include: Technological; Geo-political / Trade / Regulatory; Financial; Shopping, Selling and Advertising, These issues all come into the picture for
2018 Business Trends to Watch Read More »
Making a decision about how many deductions to take from your paycheck is often unclear. The changes in the tax law for 2018 make this a vital issue for all. If you withhold too much, you may receive a tax rebate; yet withhold too little and you may owe the IRS at tax time. Check
Deductions, Contribution Limits and Summertime! Read More »
Picture this – a beautiful sunny, warm Southern California late afternoon. Sitting outside with a client, we were talking about life, business, families. Out of the blue, I was asked “Why do you do what you do? It’s like having a root canal”! Laughter bubbled out of me as I replied, “I guess it makes
Merriam-Webster defines delegation as: “1) the act of empowering to act for another (i.e. responsibilities) and 2) a group of persons chosen to represent others.” For the purposes of today’s blog, let’s dive into the first definition, “the act of empowering to act for another”! When you go about your daily life, do you have
Delegation – Empowering Others Read More »
